The Daily Upside

Advisor Upside

Advisors Go Risk-On Heading Into 2H

Photo via Jimin Kim/ZUMAPRESS/Newscom

It’s been a sweet-and-sour first half for the markets, but advisors expect the second half to be a whole lot tastier.

2 min read
Advisor Upside

Morgan Stanley, American Funds Earn Top Rankings From Financial Advisors

Photo by Alex Proimos via CC BY 2.0

Fees and returns are important to advisors, but so are branding and customer service.

1 min read
Advisor Upside

Retirement Contributions Hit All-Time High, Fidelity Says

Photo by designer491 via iStock

Fidelity’s Q1 2025 report found that Americans are putting income into their 401(k)s at record rates.

2 min read
CIO Upside

JPMorgan Chase Patent Tackles Synthetic Data Bias

Photo via U.S. Patent and Trademark Office

“Biases can significantly impact the equity of machine learning models and their decisions.”

1 min read

CIO Upside

Which Industries Need AI Skills the Most?

Photo by Tecnic via Unsplash

Finding a jack of all trades is difficult in AI.

1 min read
CIO Upside

Amazon Ups Its AI Infrastructure Ante

Photo by JHVEPhoto via iStock

The cloud giant is continuing to build out its massive cloud footprint.

2 min read
Consumer

Consumer Goods Giants Slim Down to Spur Growth

Photo by RobsonPL via iStock

Scale for scale’s sake appears to have become passé, with conglomerates jockeying for market share with a more focused brand identity.

2 min read
Personal Finance

Ripped Job Market Swipes Left on New Grads

Photo by Andrej Lišakov via Unsplash

For the first time in decades, recent college grads have a higher unemployment rate than the rest of the economy.

2 min read

Banking

Wall Street’s Elite Get Serious About Debt Alarmism

Photo via Tom Williams/CQ Roll Call/Newscom

JPMorgan CEO Jamie Dimon and BlackRock CEO Larry Fink sounded off last week about higher deficit spending in the US.

2 min read
ETF Upside

Asset Managers Aren’t Playing the Dual Share Class Waiting Game

Photo by Walter del Aguila via Unsplash

One firm is converting a $12 billion mutual fund to an ETF, and it isn’t alone in doing so before the SEC approves dual share classes.

2 min read
ETF Upside

Trump’s Truth Social Files for Bitcoin ETF

Photo via May James/ZUMAPRESS/Newscom

The ETF, named after Truth Social, will be managed by Trump’s new fintech, Truth.fi.

1 min read
ETF Upside

Proxy Warfare

Photo by Element5 via Unsplash

Proxy advisors are accused of being cartels, but shareholder advocates say they side with corporations in nearly all voting recommendations.

2 min read

Healthcare

Why Healthcare Gets Hit Hardest With Cyberattacks

Photo illustration by Connor Lin / The Daily Upside

Cyber-criminals often see healthcare firms’ shoddy protection as a “pot of gold.”

4 min read
Advisor Upside

Does Gold Still Make Sense After Hitting All-Time Highs?

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

Despite a pullback in May, the speed of the rally took even longtime gold watchers by surprise.

4 min read
Blockchain

Circle Spirals Upward in $1 Billion IPO

Photo via Milo Hess/ZUMAPRESS/Newscom

This is Circle’s second attempt at going public, after its reverse SPAC in 2022 sputtered under regulatory scrutiny.

1 min read
Media & Entertainment

NBA Finals Kick Off With an Old (Footwear) Friend

Photo via Ringo Chiu/SOPA Images/Sipa USA/Newscom

An increasing share of NBA endorsement deals has been spread among shoe firms fighting for a piece of Nike’s market share.

2 min read
International Economics

Tariffs Deliver Record Drop in US Trade Deficit

Photo by Getty Images via Unsplash

Does the deficit crunch mean the US has won the first big battle of the trade war? Well, that’s a complicated question

2 min read
CIO Upside

Why It’s So Hard to Modernize Your Outdated ERP

Photo by Sumaid pal Singh Bakshi via Unsplash

Fractured ERP systems are “going to get fewer returns on your investment.”

1 min read
CIO Upside

Google Patent Helps You Fix Your Prompts

Photo via U.S. Patent and Trademark Office

Making the most of large language models requires some guidance.

1 min read
CIO Upside

AI’s Potential Marketing Payoffs Come With Outsized Brand Risks

Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

“It’s more than simple streamlining. It’s about outsourcing brand decisions.”

2 min read

Advisor Upside

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

Can Elon Musk’s Pajama Party Brighten Up Tesla’s Tomorrow?

Photo illustration by Connor Lin / The Daily Upside

4 min read
Follow the Flows: Why Some Legacy Mutual Fund Firms Are Finally Exploring ETFs

Photo by Francescoch via iStock

5 min read
Just How Much Data Does the Fed Need to Cut Rates?

Photo via Aaron Schwartz/CNP/ Polaris/Newscom

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.