The Daily Upside

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

Photo by Getty Images via Unsplash

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

How the CFP Board Is Leading the Charge on AI

Photo via Connor Lin / The Daily Upside

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

Photo via Christian Charisius/dpa/picture-alliance/Newscom

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

Photo by Graham Mansfield via Unsplash

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?

Photo by Mohamad Faizal Bin Ramli via iStock

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

Advisor Upside

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

Private Employers Add 42,000 Jobs, Marking First Net Gain Since Summer

Photo via Olivia Sun/ZUMAPRESS/Newscom

1 min read
Lovin’ It: Snack Wraps Bring Smiles Back to McDonald’s Investors (and Customers)

Photo by Robert Way via iStock

2 min read
Supreme Court Questions White House Rationale for Tariff Regime

Photo via Sue Dorfman/ZUMAPRESS/Newscom

2 min read

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