The Daily Upside

Behind Sam Altman’s ‘Code Red’ Response to OpenAI Competitors’ Gains

Photo via Tom Williams/CQ Roll Call/Newscom

In memo this week, Altman promised the release of a new reasoning model next week that bests Google’s Gemini.

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Goldman Goes All In on Buffer ETFs with $2B Innovator Deal

Photo via Michael Brochstein/ZUMAPRESS/Newscom

The company, which is still new to the category, sees the case for buffer and defined-outcome ETFs growing as more people near retirement.

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What’s the Future of AI in Financial Advice?

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The CFP Board presented four possible scenarios on how AI will impact wealth managers in the year 2030.

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How BeFi Can Calm Clients’ Retirement Fears

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The way advisors communicate retirement outcomes can dramatically improve client optimism.

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New York Boosts Odds of Tax Jackpot With 3 Big Apple Casino Licenses

Photo via Gregory Fisher/Icon Sportswire DLV/Gregory Fisher/Icon Sportswire/Newscom

State officials greenlit three new casino projects in New York City on Monday, setting the stage for a new era of gambling in the Big Apple.

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Holiday Spending Hits New Highs, Sort Of

Photo via Richard B. Levine/Newscom

Holiday spending after Thanksgiving hit a record high, although notably only if you crunch the numbers a certain way.

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Bitcoin Struggles to Regain Lost Ground after Rapid Slide

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Slumping Bitcoin has held above the key $80,000 threshold that would put many investors underwater, but the test of its resilience isn’t over.

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4 Biggest ESG ETFs Posting Double-Digit Returns

Image Credit: Getty Images, TebNad

Despite White House policy changes, some ESG exchange-traded funds are generating outsized returns, and analysts have an optimistic outlook.

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What’s the Beef? For American Grocery Shoppers, It’s Meat Prices

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US shoppers are now paying an average price of $6.60 per pound of ground beef, according to the US Bureau of Labor Statistics.

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Thrifting for Gifting: How Gen Zers Manage Holiday Shopping Budgets

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Gone are the days where you had to wander endless thrift stores and sift through racks to find the perfect pair of previously owned jeans.

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Defense Darling Anduril Grapples with Military Tech Glitches

Photo via Pedro Fiuza/ZUMA Press/Newscom

Anduril was last valued at $30 billion in June, when its $2.5 billion fundraising round was oversubscribed eight times.

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Schwab Plans to Charge for Shelf Space Next Year. It Could Hit Small Issuers Hardest

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Asset managers acknowledge the reality of paying to access Schwab customers, as they have started to do with Fidelity.

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Rising Tide of Thematic ETFs Could Put Investors Underwater

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As active ETFs have exploded, so too has thematic investing, a dangerous trend for most investors, the author of a Morningstar report said.

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Why ETF Platform Consolidation Will Take Off in 2026

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Some products don’t have the capital to get off the ground. Larger ETF issuers can fix that.

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Indie Games Power Up as Big-Budget Rivals Sacrifice Creativity to Profit

Photo illustration by Connor Lin / The Daily Upside, Photo by Nestea06 via iStock

The success of indie titles may help video game makers rely less on blockbusters and widen creative license, creating a 1UP for players.

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Advisors Are Watching These Tax Law Changes in 2026

Photo illustration by Connor Lin / The Daily Upside, Photos by Pixpine Mockups and Anthony Behar/Sipa USA/Newscom

New tax laws including the One Big Beautiful Bill Act present novel risks and opportunities when filing next year’s tax returns.

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Peloton’s ‘New Era’ of AI-Powered Workouts Isn’t Working Out

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Artificial intelligence can do a lot of things. Getting us on an exercise bike doesn’t appear to be one of them.

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Kohl’s Shows Signs of Comeback as Holidays Near

Photo via Scott Coleman/ZUMAPRESS/Newscom

Kohl’s is the largest US department store chain by number of retail locations, with more than double the number operated by Macy’s.

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Can Google Conquer Its Nvidia Dependency?

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Gemini was trained on Google’s in-house chips, which look like a cheaper and more efficient alternative to Nvidia’s cutting-edge products.

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Vanguard Climbs the Bond Ladder With Latest Launch

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The bond ladder ETFs come with a target date and can help advisors build income for clients’ major life events.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

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Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

Photo via Andre M. Chang/ZUMAPRESS/Newscom

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