The Daily Upside

Advisor Upside

Advisors Go Risk-On Heading Into 2H

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It’s been a sweet-and-sour first half for the markets, but advisors expect the second half to be a whole lot tastier.

2 min read
Advisor Upside

Morgan Stanley, American Funds Earn Top Rankings From Financial Advisors

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Fees and returns are important to advisors, but so are branding and customer service.

1 min read
Advisor Upside

Retirement Contributions Hit All-Time High, Fidelity Says

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Fidelity’s Q1 2025 report found that Americans are putting income into their 401(k)s at record rates.

2 min read
CIO Upside

JPMorgan Chase Patent Tackles Synthetic Data Bias

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“Biases can significantly impact the equity of machine learning models and their decisions.”

1 min read

CIO Upside

Which Industries Need AI Skills the Most?

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Finding a jack of all trades is difficult in AI.

1 min read
CIO Upside

Amazon Ups Its AI Infrastructure Ante

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The cloud giant is continuing to build out its massive cloud footprint.

2 min read
Consumer

Consumer Goods Giants Slim Down to Spur Growth

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Scale for scale’s sake appears to have become passé, with conglomerates jockeying for market share with a more focused brand identity.

2 min read
Banking

Wall Street’s Elite Get Serious About Debt Alarmism

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JPMorgan CEO Jamie Dimon and BlackRock CEO Larry Fink sounded off last week about higher deficit spending in the US.

2 min read

Personal Finance

Ripped Job Market Swipes Left on New Grads

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For the first time in decades, recent college grads have a higher unemployment rate than the rest of the economy.

2 min read
ETF Upside

Asset Managers Aren’t Playing the Dual Share Class Waiting Game

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One firm is converting a $12 billion mutual fund to an ETF, and it isn’t alone in doing so before the SEC approves dual share classes.

2 min read
ETF Upside

Trump’s Truth Social Files for Bitcoin ETF

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The ETF, named after Truth Social, will be managed by Trump’s new fintech, Truth.fi.

1 min read
ETF Upside

Proxy Warfare

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Proxy advisors are accused of being cartels, but shareholder advocates say they side with corporations in nearly all voting recommendations.

2 min read

Healthcare

Why Healthcare Gets Hit Hardest With Cyberattacks

Photo illustration by Connor Lin / The Daily Upside

Cyber-criminals often see healthcare firms’ shoddy protection as a “pot of gold.”

4 min read
Advisor Upside

Does Gold Still Make Sense After Hitting All-Time Highs?

Photo illustration by Connor Lin / The Daily Upside, Photos by Krittiraj Adchasai and Cherezoff via iStock

Despite a pullback in May, the speed of the rally took even longtime gold watchers by surprise.

4 min read
Media & Entertainment

NBA Finals Kick Off With an Old (Footwear) Friend

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An increasing share of NBA endorsement deals has been spread among shoe firms fighting for a piece of Nike’s market share.

2 min read
Blockchain

Circle Spirals Upward in $1 Billion IPO

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This is Circle’s second attempt at going public, after its reverse SPAC in 2022 sputtered under regulatory scrutiny.

1 min read
International Economics

Tariffs Deliver Record Drop in US Trade Deficit

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Does the deficit crunch mean the US has won the first big battle of the trade war? Well, that’s a complicated question

2 min read
CIO Upside

Google Patent Helps You Fix Your Prompts

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Making the most of large language models requires some guidance.

1 min read
CIO Upside

Why It’s So Hard to Modernize Your Outdated ERP

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Fractured ERP systems are “going to get fewer returns on your investment.”

1 min read
CIO Upside

AI’s Potential Marketing Payoffs Come With Outsized Brand Risks

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“It’s more than simple streamlining. It’s about outsourcing brand decisions.”

2 min read

Advisor Upside

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

Government Shutdown Disrupts Flight Schedules, Clouds Holiday Travel Plans

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1 min read
Will Boston Wage War on Waymo?

Photo via Samuel Rigelhaupt/Sipa USA/Newscom

2 min read
Stock-Split Speculation Looms over Surveillance Tech Firm Palantir’s Earnings

Photo via Gage Skidmore/ZUMAPRESS/Newscom

2 min read

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