The Daily Upside

ETF Upside

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

Photo by Andrea Natali via Unsplash

Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

2 min read
ETF Upside

SEC Is Now All In On Crypto. What’s Next?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

The agency approved in-kind redemptions for spot Bitcoin and Ethereum ETFs last week, but the move may just the beginning for Atkins’ SEC.

2 min read
ETF Upside

Two Income ETFs Are Goldman’s Fastest Sellers

Photo by Alexander Grey via Unsplash

Consistent income and returns that mute market highs and lows are what an aging population demands from an ETF, the company says.

1 min read
Artificial Intelligence

May AI Take Your Order, Please?

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

AI is moving into jobs in food services and retail traditionally best left to humans. Can the imperfect tech give customers what they want?

5 min read

Advisor Upside

Can Buffered ETFs Reshape Portfolio Management?

Photo illustration by Connor Lin / The Daily Upside

Defined-outcome funds took in more than $8 billion during the first half of 2025.

5 min read
Big Tech

Big Tech Pulls Off a Very Big Earnings Week

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

The reports made one thing clear: Big Tech’s big AI bet is already paying off — which explains why they can’t help but double down.

2 min read
Finance

Barnburner Figma IPO Offers Good Omen as Klarna Reconsiders Debut

Photo via Richard B. Levine/Newscom

The company’s shares soared 250% in their New York Stock Exchange debut, yielding a market capitalization of $47 billion.

2 min read
Energy

Exxon and Chevron, Rivals Turned Frenemies, Face Profit Pressure-Cooker

Photo via Christopher Boswell/Newscom

Rather than jockeying for an advantage in their weakened state, the two longtime rivals are set to work together more and more.

3 min read

CIO Upside

IBM Patent Leverages AI to Fix AI

Photo via U.S. Patent and Trademark Office

Throwing AI at problems might not always be the answer.

1 min read
CIO Upside

Double Whammy: When Insecure Code Meets Burned-Out Cybersecurity Teams

Photo via Getty Images

‘They’re pushing code that they know has vulnerabilities.’

2 min read
CIO Upside

Demand for Cloud, Data and Cybersecurity Skills Outranks AI

Photo via Getty Images

Employees can leverage AI more effectively when they possess the other skills

2 min read
Economics

Bottom Line Undercuts Hot Quarter for Top-Line US GDP

Photo via Corine Solberg/Sipa USA/Newscom

Economists anticipated a 2.5% rate, so the better-than-expected top line figure was obviously cause for celebration, right?

2 min read

Banking

Evercore’s Purchase of Robey Warshaw May Birth Trans-Atlantic M&A Titan

Photo via rafapress/ZUMAPRESS/Newscom

The deal will help bolster Evercore’s presence in Europe, where it placed 13th by deal volume in PwC’s advisory rankings last year.

2 min read
M&A

Palo Alto Networks Broadens Cybersecurity Consolidation With $25B Deal

Photo via imageBROKER/Md Mamun Miah/Newscom

With CyberArk, Palo Alto enters into the “identity security” market, now at an “inflection point” due to the rise of agentic AI.

2 min read
Advisor Upside

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

Photo by AntonioGuillem via iStock

The industry is far from parity, but progress has been made over the past decade.

2 min read
Advisor Upside

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

Photo by Dannie Jing via Unsplash

Just like sports memorabilia and Pokémon cards, art is a risky venture that most clients probably shouldn’t touch.

1 min read
Advisor Upside

How Advisors Can Keep More Clients When Changing Firms

Photo by LeonidKos via iStock

A new report shows transitioning advisors may lose nearly a quarter of managed assets.

2 min read
ETF Upside

Crypto ETFs Get Major Relief From SEC

Photo by Krblokhin via iStock

Bitcoin, Ether and other crypto ETFs are no longer limited to cash transactions — they can use in-kind creation and redemption.

2 min read
Finance

Can the S&P 500 Sustain a #HotStockSummer?

Photo by Vlada Karpovich via Pexels

On Tuesday, the S&P 500 closed down 0.3%, snapping a remarkable streak of six straight closing highs through Monday.

2 min read
Healthcare

UnitedHealth Provides Painful 2025 Prognosis Amid Spiraling Treatment Costs

Photo by WolterK via iStock

Staffing shortages, rising prescription drug use, and costly new therapies have driven inflation in the medical sector.

2 min read

Advisor Upside

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

Apple Adds $100 Billion to American Investment Plans

Photo via Jimmy Jin

2 min read
Disney Growth Shows Americans Willing to Splurge Despite Gloomy Economic Signals

Photo by Kaleb Tapp via Unsplash

2 min read
Uber CEO Floats Major Robotaxi Expansion

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

2 min read

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