The Daily Upside

Advisor Upside

Why ‘Throwing Darts’ in Private Markets Isn’t Enough

Photo illustration by Connor Lin / The Daily Upside, Photo by Chris Ryan via iStock

The opportunities to invest are expanding, but due diligence is key.

4 min read
Advisor

Grayscale’s Zach Pandl Urges Advisors to ‘Just Get Started’ with Crypto, Highlights AI-Blockchain Frontier

6 min watch
Big Tech

Meta Wins Wall Street Votes of Confidence With Cl-AI-rvoyant Glasses

Photo via Meta

Meta will likely soon face competition from Amazon, Alphabet, Snap and other tech firms with augmented-reality glasses in development.

2 min read
Personal Finance

Amex Puts a Platinum Price Tag on Signature Luxury Card

Photo via American Express

American Express justifies the hike with more than $3,500 in benefits, including credits that go towards dining, flights, and entertainment.

1 min read

Semiconductors

Nvidia Gives Intel a $5 Billion Helping Hand

Photo via imageBROKER/Md Mamun Miah/Newscom

Unfortunately for Intel, the deal does not provide a direct lifeline to its floundering chipmaking foundry business.

2 min read
Technology

Quantinuum Trims the Timeline for Quantum Computing

Photo via Marijan Murat/dpa/picture-alliance/Newscom

Quantum computers are expected to solve previously unsolvable problems (or ones that would take ages) across industries.

1 min read
Healthcare

Eli Lilly Upstages Novo Nordisk in Obesity Pill Face-Off

Photo via James Black/Icon Sportswire DHN/James Black/Icon Sportswire/Newscom

Both companies have been desperate to innovate beyond their current injectable GLP-1 weight-loss drugs for a while now.

1 min read
Markets

Small-Cap Russell 2000 Shakes Off Four-Year Funk on Rate Cut

Photo via JOHN ANGELILLO/UPI/Newscom

The hope for the S&P 500’s small-cap cousin after the Fed’s rate cut tells an important story about the broader economy.

2 min read

Advisor Upside

What Does the Fed’s Rate Cut Mean for Clients?

Jerome Powell, Chair of the Federal Reserve. Photo by Federal Reserve Board of Governors via PDM 1.0.

Many advisors say the move isn’t enough to significantly change strategies.

2 min read
Advisor Upside

Advisors and Clients Just Don’t See Eye-to-Eye on the Economy

Photo via Connor Lin / The Daily Upside

The gap reflects a growing divergence in experiences and strategies.

1 min read
Advisor Upside

How Next-Gen Advisors Are Breaking Into the Industry

From left: Nana Kojo Kesseh, Seyi Olabanji, Dre Watson at the 2025 African American Financial Advisors Association conference in Washington DC.

Early career advisors discuss what they need to succeed and how their generation thinks about finances.

1 min read
Real Estate

A Rate Cut May Be The Push The Housing Market Needs

Photo by Ar. Md. Afnan Hossain via Unsplash

An interest rate cut would mean a lot of things: one undoubtedly good one would be a housing market more welcoming to buyers.

2 min read

Big Tech

Alphabet Rides The AI Wave Over The $3 Trillion Mark

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

Alphabet is the newest member of the $3 trillion club, and it’s counting on rolling AI ambitions to take it higher.

2 min read
Investments

Buffett’s Berkshire’s Short Term Interest Rate Path Differs From Megarich Peers

Photo via Lu Beifeng/VCG/Newscom

Warren Buffett’s Berkshire Hathaway’s investment strategy faces a cash conundrum with interest rates poised for a cut.

2 min read
ETF Upside

BlackRock Is Reportedly Boarding the Tokenized ETF Train

Photo by Balazs Busznyak via Unsplash

The New York-based firm is planning to launch some of the first tokenized ETFs, according to a report.

1 min read
ETF Upside

Vanguard Adds Long-Overdue Junk Bond ETF at Tricky Time

Photo by James Coleman via Unsplash

The company filled a hole in its fixed-income ETF line — but the timing may not be ideal, given relatively low yields in junk bonds relative to Treasurys, one observer said.

2 min read
ETF Upside

New ETF Shop Snags Former Janus Henderson Exec

Photo by Planet Volumes via Unsplash

Reckoner Capital Management, which added its Leveraged AAA CLO ETF in July, has aspirations of building out a global credit business.

1 min read
Markets

Trump Says Wall Street Should Ditch Quarterly Earnings: What Would That Mean?

Photo via JOHN ANGELILLO/UPI/Newscom

President Trump wants to end mandated quarterly financial reports for publicly traded companies. Odds are his dream comes true.

2 min read
Big Tech

Apple May Still Be a Hitmaker After All

Photo via Wu Xiaoling / Xinhua News Agency/Newscom

Apple’s latest generation of iPhones were debuted with modest aplomb last week. Presales show the company has plenty to be confident about.

1 min read
Economics

What To Expect After The Fed Cuts Rates

Photo via Tanarch

The Federal Reserve is poised to cut interest rates this week, but whether the era of “higher-for-longer” rates is over is another matter.

2 min read

Advisor Upside

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

For Elderly Clients, Home Design Is the New Hot Ticket

Photo via Eduardo Barraza/ZUMAPRESS/Newscom

2 min read
Anthropic Bets Big on Wealth Management with New AI Tools

Photo via VCG/Newscom

2 min read
Ritholtz Wealth Files for First ETF

Photo via Connor Lin / The Daily Upside

1 min read

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