The Daily Upside

ETF Upside

Schwab Keeps Industry’s ETF Fee Cuts Rolling

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Vanguard reduced fees on 87 funds earlier this year, and Schwab just lowered costs on ETFs with $66 billion in total assets.

2 min read
ETF Upside

Weight-Loss Drug ETFs Generate Skinnier Returns Than Expected

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ETFs tracking the performance of weight-loss drugs have largely underperformed since launching in late 2023.

2 min read
ETF Upside

WisdomTree Branches Out to Private Credit

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The company is prepping a private credit mutual fund that adds a unique flavor — tokenization.

2 min read
Media & Entertainment

Warner Bros. Discovery Formalizes Break-Up Plans

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Like the rest of its pre-streaming Hollywood peers, Warner Bros. Discovery finds itself trapped between two eras.

1 min read

Big Tech

Apple Still Won’t Ride the AI Hype Train

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At its annual Worldwide Developers Conference on Monday, Apple announced a slew of incremental updates to its AI offerings.

2 min read
International Economics

Washington Trade Talks With Beijing Drive S&P 500 Toward Record High

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The on-off dynamic of the US-China economic relationship so far this year would make the writing rooms of most soap operas blush.

2 min read
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

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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

Advisor Upside

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

US Tariffs Chew a Hole in Retailers’ (and Shoppers’) Christmas Stockings

Photo illustration by Connor Lin / The Daily Upside, Photos by Sabelskaya and Gyzele via iStock

5 min read
Gen X Clients Need Help Saving for Retirement. What’s The Cure?

Photo illustration by Connor Lin / The Daily Upside, Photos by Tomwang112 and VvoeVale via iStock

4 min read
It’s Part of the Game: Matt Tuttle on Closing ETFs and Looking to the Stars

4 min read

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