The Daily Upside

Tokens Are the Future. But How Soon Will We Get There?

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Outside of some high-net-worth clients’ portfolios, tokenized assets are not yet the norm among advisors.

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Advisors Are Adding More Services. Clients Aren’t Using Them

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Clients are utilizing, on average, less than half of the average services their firms offer.

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‘Big Short’ Investor Michael Burry Shut Down His Fund. So Now What?

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The cult hero/curiosity has launched a social media broadside against the AI trade that has fueled this year’s market rally.

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Bitcoin Struggles to Bounce Back from Deleveraging Crisis

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Bitcoin has so far fallen 20% from its 2025 peak this cycle; in previous bear markets, it fell as much as 30% to 40%.

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Trillion-Dollar Questions Bubble to the Top for OpenAI

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Sam Altman has begun floating the idea that the company could hit $100 billion in revenue by 2027, ahead of previous projections.

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Investors Now Want Crypto Just as Much as ETFs

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More people are planning to buy ETFs, and their biggest demands are exposure to stocks and digital assets, per BlackRock.

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New ETFs Are Betting Big on Texas

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No state income taxes and pro-business policies have attracted hundreds of companies to the Lone Star State.

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Capital Group, Goldman, T. Rowe Hit ETF Milestones

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Some of the biggest companies in the ETF business haven’t been in the game for very long but are quickly gathering assets.

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US Seeks Rare Earths Outside China’s Control

Photo illustration by Connor Lin / The Daily Upside, Photos by Nicolae Popescu, Willard via iStock and Francis Chung/UPI/Newscom

As the US races to establish its own rare earth supply chains, a handful of companies stand to benefit enormously from government support.

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Tariff Turmoil Not ‘Rear View Mirror’ Yet: Schwab’s Liz Ann Sonders

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

The company’s chief investment strategist warned policy moves can take months or years to ripple through the broader economy.

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There’s an ETF for Everything. Is That What Investors Really Want?

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About 900 ETFs launched this year, and dozens of highly leveraged and spot crypto products await approval. Not all of them will catch on.

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Startup Cursor Rides AI Coding Vibes to $29B Valuation

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AI-assisted code editing startup Cursor became one of the most valuable firms in the booming sector overnight with a $29 billion valuation.

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‘Misguided’ Disney Selloff Overlooks House of Mouse’s Streaming Might

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Disney disappointed Wall Street on Thursday with an earnings miss, but underlying figures show its streaming efforts are paying off.

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A December Rate Cut? Economists Still Expect One. Markets, Not so Much

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Just weeks ago viewed as all but certain, markets now figure the odds of an interest rate cut in December is no different than a coin flip.

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Nvidia Wants to Balance Workloads Between GPUs

Photo via U.S. Patent and Trademark Office

The system Nvidia wants to patent would spread out and balancing GPUs’ capacity to help avoid problems as demand ramps up in AI data centers.

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Letting AI into the Lab Setting

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AI functions as a sidekick in healthcare labs, but it can make a huge difference by accelerating drug development and boosting data accuracy.

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How Vibe-Coding Is Democratizing the Field

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With vibe-coding, success depends less on actually writing code, and more on understanding how AI operates.

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Does the 100% Equity Portfolio Make Sense? Hmm, Maybe

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Portfolios with a mix of domestic and foreign stocks could be a more optimal way of diversifying than holding bonds, regardless of age, research suggests.

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Prediction Markets Are Worrying Wealth Managers

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While older investors might not be as tuned into prediction markets, some in the wealth industry fear they’re a growing threat to next-generation clients.

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How New FPA CEO Dennis Moore Plans to Shake Up Planning

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Moore may be an industry veteran, but he has some innovative ideas for the association and its members.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

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Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

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