The Daily Upside

Big Tech

Booming AWS Revenue Shields Amazon From Meta-Sized Backlash

Photo via Abaca Press/Jumeau Alexis/Abaca/Sipa USA/Newscom

CEO Andy Jassy hiked the company’s capex guidance about 10% to $220 billion, but investors loved a booming AWS business.

2 min read
Retirement Upside

Rule Changes Could Make This Charitable Giving Vehicle Even More Popular

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Donor-advised fund assets grew 19% last year to top $328 billion, according to IRS data, with no signs of slowing down

2 min read
Advisor Upside

Advisors Look for Opportunity in Private Credit as Redemptions Continue

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Fewer advisors are considering adding more investments in private credit now than they were in 2024, per a recent survey.

2 min read
Advisor Upside

Get Used to Not Being Your Clients’ Only Wealth Manager

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As clients continue to adopt a more branched model of managing their finances, it might be something advisors just have to accept.

2 min read

Advisor Upside

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

The DRAMa Behind Wall Street’s Fastest Selling ETF

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2 min read
Here’s Where Active Investing Is Actually Beating Passive

Photo by Markus Spiske via Unsplash

2 min read
Morgan Stanley Just Undercut Ethereum, Solana ETF Markets

Photo via imageBROKER/Steve Heap/Newscom

2 min read

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