The Daily Upside

ETF Upside

Here Are the Most Popular Active ETFs of 2025

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JPMorgan, T. Rowe Price, and Capital Group had some of the top-performing funds of the first half of 2025, according to a recent Morningstar report.

2 min read
ETF Upside

BlackRock Tops $12T in AUM. State Street Profits Tumble

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A handful of asset managers reported earnings Tuesday.

2 min read
Blockchain

Bitcoin Tops $120,000 With Congress Poised to Consider Key Crypto Bills

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Nothing to boost an asset class like the most powerful legislative body in the world holding a week in your honor.

2 min read
Big Tech

Meta Investors Want Zuckerberg to Reimburse the Company

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In a trial that kicks off this week, a group of Meta investors are suing Zuck for concerns surrounding the Cambridge Analytica scandal.

2 min read

Banking

Inflation Data and Bank Earnings Kick Off a Crucial Test for Markets

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The big US banks bested Q1 earnings expectations, and many observers expect big boosts to their Q2 trading desk revenues.

2 min read
Advisor Upside

States With the Highest AUM Potential Per Advisor

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Recent industry research based on household net worth data shows certain states have higher AUM potential than others.

2 min read
Advisor Upside

What iCapital’s $820M Funding Means for Private Markets

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The firm said the funding will go toward acquisitions and tech innovation.

2 min read
Advisor Upside

BFFs? A Third of Gen Z Intends to Leave Inheritance to Friends

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Nearly a third of US adults plan to leave a financial gift, but only a fifth expect to receive one, per Northwestern Mutual.

2 min read

CIO Upside

Why Open Source AI May Be a ‘Marginal Player’

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It may be better to think small when considering open source.

2 min read
CIO Upside

Why Security and AI Need to Grow Hand in Hand

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Zero trust might be the best place to start.

2 min read
CIO Upside

Microsoft Explainability Patent Highlights Need for AI Trustworthiness

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These technologies still have some trustworthiness issues.

1 min read
Healthcare

WeightWatchers Returns With a Plan for the New GLP-1 World

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Weight Watchers went bankrupt in May, but now it promises it’s trimmed the fat off its books and is ready to rejoin the Nasdaq.

2 min read

Artificial Intelligence

CoreWeave, Once the Year’s Hottest AI Stock, Takes Extended Tumble

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CoreWeave was the hottest stock on the block after its March IPO, but investors are now concerned its explosive valuation went a little far.

2 min read
Technology

Zuckerberg Shells Out Lavishly for Superintelligence Super Team

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Meta’s Mark Zuckerberg continued his run of poaching AI talent from competitors with salaries that would make Lebron James blush.

2 min read
ETF Upside

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

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The firm has launched nine total fixed-income ETFs this year.

2 min read
ETF Upside

Tariff Fallout Hasn’t Hit Markets Yet. Issuers Say That Could Change

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Strategists from Allianz and Invesco are cautioning investors about market performance in the second half of the year.

2 min read
ETF Upside

Trump Media Files for Third Crypto ETF

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Trump’s media company has filed for a third crypto-focused ETF that would hold Bitcoin, Ether, Solana, Cronos and XRP.

2 min read
Economics

Bet Your Bottom Dollar: Can the Sinking US Greenback Bounce Back?

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The dollar is the most important currency on earth, adding up to 57.7% of global currency reserves in the first quarter.

5 min read
Advisor Upside

Record RIA Growth Is Great. Here’s the Catch

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Investment Adviser Industry report shows where and how the advice industry is evolving.

4 min read
Consumer

Ferrero Puts Snap, Crackle and Pop into Its Earnings With WK Kellogg Acquisition

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Ferrero previously bought Nestlé’s US candy biz for $2.8 billion, as well as chocolate-maker Fannie May and RedHots owner Ferrara.

1 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Thawing Housing Market Not Yet Liquid Enough to Jump-Start Sales

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4 min read
Worried About Record Stock Market Concentration? Us, Too

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4 min read
Eli Lilly’s Sterling Results Highlight Rival Novo Nordisk’s Fading Fortunes

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2 min read

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