The Daily Upside

ETF Upside

Faith-Based Firm Led by Bob Doll Adds First ETFs

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Crossmark, which provides similar values-screening strategies in SMAs, is applying them to a pair of ETFs.

1 min read
Blockchain

Stablecoins Are Here to Stay. Who Stands to Gain From Them?

Photo illustration by Connor Lin / The Daily Upside, Photos by Hammad Khan via iStock and Chris Kleponis/ZUMAPRESS/Newscom

Companies that have been waiting on the crypto sidelines are likely about to jump in the game following the passage of the GENIUS Act.

4 min read
Advisor Upside

Women Stand to Inherit Trillions of Dollars. They’re Still Underserved

Photo illustration by Connor Lin / The Daily Upside, Photos by Cherezoff and Ljupco via iStock

Targeted marketing and tailored communication can build loyalty.

4 min read
Big Tech

Google Search Weathers AI Storm — For Now

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The cannibalization of traditional search by AI chatbots is difficult to quantify, though by all accounts AI is already taking some nibbles.

2 min read

M&A

Watch Your Freight: Railroad Giants Talk $200 Billion Merger

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A merger between Norfolk Southern and Union Pacific would create a coast-to-coast rail operator, something that doesn’t exist in the US.

2 min read
Industries

American, Delta Take Opposite Sides of AI Pricing Debate

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In its earnings call earlier this month, Delta said that around 3% of domestic tickets sold this year have been priced by the AI tech.

2 min read
CIO Upside

What Businesses Should Consider Before Using Off-the-Shelf AI

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‘The ability to scrape information … is way more advanced than people realize’

2 min read
CIO Upside

How to Avoid Hiring a North Korean Spy as a ‘Remote Employee’

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‘We advertised for a remote employee … several North Korean fake employees responded’

2 min read

CIO Upside

Microsoft Patent Automates Cloud Error Fixes

Photo via U.S. Patent and Trademark Office

Cybersecurity has long been Microsoft’s bread and butter.

1 min read
Advisor Upside

Krispy Kreme’s Suddenly Irresistible. What to Do When Clients Crave Meme Stocks

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Advisors should have conversations about what these rallies are — and what they aren’t.

2 min read
Advisor Upside

Treasury Delays Anti-Money-Laundering Rule to 2028

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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

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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

Advisor Upside

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

Women Advisors Now Make Up 24% of Workforce. There’s a Long Way to Go

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2 min read
Art Might Be Beautiful, but Where Does it Fit in Portfolios?

Photo by Dannie Jing via Unsplash

1 min read
How Advisors Can Keep More Clients When Changing Firms

Photo by LeonidKos via iStock

2 min read

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