The Daily Upside

Advisor Upside

AI May Not Replace Advisors, But It Is Raising Expectations

Photo by Zulfugar Karimov via Unsplash

Clients are having more complex conversations with advisors after doing independent research, according to a study from Edward Jones.

2 min read
Consumer

Cyclospora Parasite Sours Sales Outlook for Taco Bell Parent

Photo by Yanhao Fang via Unsplash

Parent company Yum Brands is a sprinkle of shredded lettuce away from disaster as it heads into earnings today.

1 min read
Inflation & Prices

Bond Markets Throw Shade on New Fed Chair’s Inflation Strategy as Interest Rates Hold Steady

Photo via Samuel Corum/Sipa USA/Newscom

The yield on 30-year Treasury bonds hit the highest in 19 years after Warsh spoke following the Fed decision to hold interest rates.

2 min read
Big Tech

With Apple Back on Top, CEO Tim Cook Preps for Earnings Curtain Call

Photo via Kathy Hutchins / Hutchins Photo/Newscom

Shares of Apple have risen 26% this year, enough to help it retake the market cap throne from momentary usurper Nvidia earlier this month.

2 min read

Advisor Upside

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

LPL Wants AI to Read Financial Plans so Clients Don’t Have To

Photo by Michael Vi via iStock

2 min read
Here’s How Advisors Are Navigating the Private Markets Boom

Photo by iMattSmart via Unsplash

2 min read
Zach Dell (Yes, That Dell) Charges Up a $13 Billion Backyard Battery Startup

Photo via Base Power

1 min read

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