The Daily Upside

Advisor Upside

How the CFP Board Is Leading the Charge on AI

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The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

2 min read
Advisor Upside

How 401(k) Providers Are Filling the Gaps in Financial Advice

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The majority of 401(k) participants are planning for retirement without the help of advisors, according to a new Cerulli report.

2 min read
International Economics

Markets Stay Relatively Calm as Fragile Ceasefire Deal Follows Missile Strikes

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While the headlines screamed conflict, maneuvers by the US on Monday signaled to markets that the prevailing mood was one of compromise.

2 min read
Blockchain

Fiserv Connecting Thousands of Banks to Crypto with New Stablecoin Platform

Photo via Kris Tripplaar/Sipa USA/Newscom

Financial institutions are racing to get into stablecoins as the Genius Act makes its way toward POTUS Trump’s desk.

2 min read

Healthcare

Novo Nordisk Backs Away From Hims & Hers Partnership

Photo via Abaca Press/Blondet Eliot/Abaca/Sipa USA/Newscom

Novo and Hims’ April team-up turned the two firms from competitors into collaborators at just the right moment.

2 min read
CIO Upside

Increasing Your Enterprise’s ‘Adaptability Quotient’

Photo via Salesforce

Staying flexible and informed can help your enterprise get the most out of AI agents.

6 min read
ETF Upside

Active Strategies Are Coming for Model Portfolios

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Asset managers said active strategies are among their top choices for new products, per Morningstar.

2 min read
ETF Upside

Vanguard Changes Leadership on 44 Funds, Including World’s Largest

Photo via Rafael Henrique/SOPA Images/Si/Newscom

Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

1 min read

ETF Upside

Will AI Give the Free Markets ETF an Edge?

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A new ETF from several firms is banking on opportunities for active management amid a deregulatory White House agenda.

2 min read
Technology

Amazon’s Driverless Cab Company Zoox Revs Up ‘Toaster Taxis’

Photo via Travis Ball/Travis P Ball/Sipa USA/Newscom

After opening a new factory in California, Amazon is ramping up production of its self-driving cabs ahead of a planned Vegas launch.

2 min read
Geopolitics

Cybersecurity Giant Palo Alto Networks Caught Between Opportunity and Maturity

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Cybersecurity giant Palo Alto Networks has much to gain from a splintering geopolitics, but growth is slowing at its business matures.

2 min read
M&A

‘Uncertain’ 2025, M&A Deadlock Freeze $1 Trillion in PE Assets

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PwC figures market uncertainty has kept $1 trillion in assets, which normally would have been returned to investors, locked up with private equity funds

2 min read

Advisor Upside

What’s Going on With Muni Bonds?

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Investors appear to be punishing the muni market, which comprises about 9% of the $47 trillion US bond industry.

4 min read
Economics

Is US Economic Data Getting Shakier?

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Staffing shortages, shrinking funding and decades of declining survey responses are testing an agency responsible for vital US economic data.

4 min read
Markets

Berkshire Slips Amid Concern Retiring CEO May Take “Buffett Premium” With Him

Photo via Dennis Van Tine/ZUMAPRESS/Newscom

The ‘Warren Buffett premium’ at Berkshire Hathaway is melting faster than a forgotten Dilly Bar in the wake of its CEO’s retirement plans.

2 min read
Industries

Drones Steal the Paris Air Show

Photo via IMAGO/Vincent Isore/IMAGO/IP3press/Newscom

A record number of drones are on display at the world’s largest aerospace event in Paris this week, marking a major industry milestone.

1 min read
Artificial Intelligence

OpenAI Careens Toward Messy Divorce From Microsoft

Photo via Blondet Eliot/ZUMAPRESS/Newscom

Relations between Microsoft and its financially and technologically intertwined partner OpenAI are on the rocks.

2 min read
CIO Upside

Why is the Quantum Race Moving Faster?

Photo via Petr Sznapka/ZUMA Press/Newscom

“I don’t think we can think of this as business as usual.”

2 min read
CIO Upside

Finance Departments Struggle to Balance AI Adoption Risks With Rewards

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Figuring out where to keep a human in the loop is critical for safe deployment.

1 min read
CIO Upside

IBM Patent Seeks to Help AI Models ‘Unlearn’

Photo via U.S. Patent and Trademark Office

Enterprises are still grappling with balancing innovation and risk as the AI race rages on.

1 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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