The Daily Upside

Advisor Upside

Advisors Increasingly in Scramble Mode Over Fee Pressure

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Advisors are getting creative with more services and non-traditional fee models.

4 min read
Blockchain

Kraken Launches Crypto’s Attempt at a Venmo-Killer

Photo via Kraken

Anyone who’s had to split a check with new hostel friends knows rivals Venmo and Zelle only support payments between US users.

1 min read
Semiconductors

After Reclaiming ‘World’s Most Valuable Company’ Crown, Nvidia Gilds the Tiara

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In the past month, Nvidia shares have surged 18.8%, more than the rest of the Magnificent Seven, including Microsoft.

2 min read
Finance

Dwindling IPOs Reward Investors With Return Bonanza

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New data compiled by Bloomberg found that shares in companies to debut on US exchanges this year have climbed by a weighted average of 53%.

2 min read

CIO Upside

Amazon Patent May Stabilize Quantum Computers

Photo via U.S. Patent and Trademark Office

The stability of qubits has long posed a barrier to scaling quantum computers.

1 min read
CIO Upside

Location Bias: Why AI Data Centers Are Clustered in the North

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1 min read
CIO Upside

Is Meta Chasing a Superintelligence Pipe Dream?

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

The risks may be greater than the payoff.

2 min read
Advisor Upside

Morningstar’s CEO Kunal Kapoor on Private Assets and ‘Extracting Gold’

Photo via Morningstar

Over the past eight years, Kapoor has helped the company expand its workforce to over 10,000 employees and boost its stock price more than threefold.

3 min read

Advisor Upside

Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

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Just 6% of advisors nearing retirement have a fully documented succession plan, raising the risk that their businesses will lose clients and struggle to find leaders.

2 min read
Advisor Upside

Family Offices Explore Private Credit as Private Equity Returns Stall

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Economic uncertainty and rising geopolitical tensions have family offices becoming more selective with their allocations, per BlackRock.

1 min read
Social Media

Bumble Swipes Left on a Third of Its Workforce

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Bumble and Match both reported annual declines in revenue and the number of paying daters using their apps in 2025’s first quarter

1 min read
Energy

Shell Dismisses BP Takeover Talks as Mere ‘Speculation’

Photo via Karol Serewis/ZUMAPRESS/Newscom

A megamerger of this sort would vault Shell’s market cap closer to ExxonMobil’s $468 billion and likely beyond Chevron’s $248 billion.

2 min read

Real Estate

What Does Mamdani’s Primary Win Mean for New York Real Estate?

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To say housing is the defining issue in current New York City politics is likely a massive understatement.

2 min read
Economics

Jerome Powell is Finally Getting Specific

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Simply put, Powell says he needs to wait and see June and July price data to know just how impactful and inflationary tariffs have been.

3 min read
Healthcare

AstraZeneca and Daiichi Sankyo Treatment Wins First of Its Kind FDA Blessing to Treat Lung Cancer

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Like many other major pharmaceutical companies, AstraZeneca is facing a series of patent cliffs for key treatments in its portfoilio.

2 min read
Industries

Carnival Cruises Past Market Expectations in Boon for Shares

Photo via Dave Cullen/EEm/SIPA USA/SportPix/Sipa USA/Newscom

The choppy waters predicted for the cruise industry this year were based on the very real risks of trade wars and real wars.

2 min read
ETF Upside

An ETF for the Buy Now, Pay Later Market

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The buy now, pay later business has a stigma that could hold back a proposed ETF focused on the market, one observer noted.

2 min read
ETF Upside

The Rise of the Buffer ETF

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Assets under management in defined outcome ETFs are expected to top $650 billion by 2030, according to BlackRock data.

2 min read
ETF Upside

RFG’s Bluemonte Jumps Into ETFs

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The RIA’s investment manager recently launched a suite of nine products across a range of asset classes.

1 min read
Advisor Upside

Social Security Insolvency Looming Closer Than Expected

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The Social Security trust funds will only be able to pay out 77% of benefits by 2034, a new report from the administration found.

2 min read

Advisor Upside

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

Eli Lilly’s Sterling Results Highlight Rival Novo Nordisk’s Fading Fortunes

Photo by Douglas Cliff via iStock

2 min read
Chipotle Struggles as Customers Skip the Guac

Photo by Anne Czichos via iStock

2 min read
Trial Truce: US, China Negotiate Yearlong Trade Détente

Photo via Daniel Torok/WH / Polaris/Newscom

2 min read

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