The Daily Upside

Advisor Upside

Treasury Delays Anti-Money-Laundering Rule to 2028

Photo by Kateryna Hliznitsova via Unsplash

Finalized last summer, the proposal intends to address issues like terrorist financing and foreign corruption in America’s advisory industry.

1 min read
Advisor Upside

When it Comes to Succession Planning, Start Early

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Succession can be an intensive and emotional process

2 min read
International Economics

Tariffs ‘The World Can Live With’: US-Japan Trade Pact Pushes Markets to Record Highs

Photo via HO/Jiji Press/Newscom

While 15% tariffs would be nothing to toast in normal times, it seems pretty good after Trump first threatened Japan with a 24% tariff rate.

2 min read
Big Tech

Amazon, Meta Wear AI-mbitions on Their Wrists

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Both Amazon and Meta have already flirted with the smartwatch space, only to ultimately abandon their initial ambitions.

2 min read

Blockchain

Goldman Sachs, BNY Bring $7 Trillion Money Market to Blockchain

Photo via Thomas Fuller/ZUMAPRESS/Newscom

The announcement comes just days after President Trump signed a law that introduces US-regulated stablecoins.

2 min read
Electric Vehicles

Crowded by EV Rivals, Tesla Preps For Critical Earnings Report

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For what feels like the third or fourth time in a row, Tesla is gearing up for what may be the most important earnings call in its history.

2 min read
Markets

Fine Print: ETFs Born in Banner Year May Lack Staying Power

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Issuers are pumping out funds to meet investor demand, but there’s a growing risk that many of the new ETFs will have short shelf lives.

2 min read
Industrials

Gates-Backed ‘Green Steel’ Startup Clears Key Milestone

Newscom TagID: ibpremiumfour154990.jpg/Photo via Newscom

Heavy industrials remain one of the most significant drivers of greenhouse gas emissions, and also one of the toughest to eliminate.

2 min read

ETF Upside

Gimme an S&P 500 ETF, Hold the Dividends

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An ETF from Roundhill Investments trades out of S&P 500 ETFs before dividends are paid, thus avoiding the tax implications.

2 min read
ETF Upside

Why the SEC Delayed In-Kind Redemptions for Crypto ETFs

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It may be only a matter of time before the Securities and Exchange Commission lets crypto ETFs redeem their digital assets in kind.

2 min read
ETF Upside

ETF Wave Hasn’t Crested Yet, Tidal Co-Founder Says

Michael Venuto, cofounder of Tidal Financial Group. Photo via Tidal Financial Group.

The business Michael Venuto started over a decade ago has become one of the go-to places for small firms looking to launch ETFs.

3 min read
Big Tech

Microsoft Stock Unfazed by Hack Threatening Thousands of Customers

Photo via Sven Hoppe/dpa/picture-alliance/Newscom

The vulnerability exploited by the attack only affects on-premise Sharepoint servers, meaning clients using the cloud version are unaffected.

2 min read

Finance

Block Stock Pops in S&P 500 Debut

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Block’s membership in the index comes as it transitions into an all-in-one finance platform that offers debit cards and loans to clients.

2 min read
Blockchain

MicroStrategy Bolsters Its Bitcoin War Chest

Photo via Aloisio Mauricio/ZUMAPRESS/Newscom

The timing of Strategy’s latest Bitcoin gains was hardly a surprise: last week also marked “Crypto Week” on Capitol Hill.

1 min read
Advisor Upside

Apollo, Ares to Open Professional Sports Investments to Retail Clients

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The funds could open the world of sports investing to a brand new segment of customers.

2 min read
Advisor Upside

Bonsai With Clients? Here Are Advisors’ Favorite Pastimes

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Golfing and camping topped the list, according to a recent AdvizorPro survey.

2 min read
Advisor Upside

M&A Just Broke More Records. But What Happens to Clients?

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The RIA industry made 102 deals in the second quarter of 2025, according to Echelon Partners.

1 min read
CIO Upside

Why ‘Go Big or Go Home’ Doesn’t Work for AI

Jared Coyle, Chief AI Officer at SAP Americas. Photo via SAP Americas.

AI doesn’t need to make radical changes to have real impact, said Jared Coyle, chief AI officer at SAP Americas.

5 min read
Autos

After Stellantis’ Exit, Is Hydrogen Fuel Tech Imploding?

Photo via Stellantis

The future of the hydrogen fuel cell vehicle took a dent last week as one of the world’s biggest automakers reversed course.

2 min read
Real Estate

National Housing Crisis Masks Severe Rental Shortages

Photo by Isaac Quesada via Unsplash

Prospective homebuyers and sellers are in a holding pattern, as persistently high mortgage rates and prices keep them from making moves.

2 min read

Advisor Upside

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

New Stablecoin Bills Are Normalizing Crypto for Advisors

Photo by Allison Saeng via Unsplash

2 min read
AI Set to Play More of a Role in Investment Selection

Photo by AndreyPopov via iStock

2 min read
Maintaining Client Relationships During Off-Hours

Photo by Chen Mizrach via Unsplash

2 min read

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