The Daily Upside

With AI Washing, C-Suite Lets Tech Take the Credit (and the Blame)

Photo illustration by Connor Lin / The Daily Upside

Talk about automation is swamping American industries, but are the companies tossing around tech-savvy buzzwords overstating robotic reality?

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Gaps in Estate Planning Can Leave Crypto Assets Lost and Worthless

Photo by Traxer via Unsplash

Millions of dollars of crypto could be trapped in the abyss instead of being passed down as inheritance.

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Clients Forced to Make Roth Catch-Up Contributions? Consider HSAs

Photo by Curated Lifestyle via Unsplash

A recent rule change requiring higher earners to use Roth accounts for catch-up contributions has some adopting a different strategy.

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Trump Meets with Farmers as Soaring Fuel, Fertilizer Prices Strain Food Supply Chain

Photo via Jerry Mennenga/ZUMAPRESS/Newscom

Midwest farmers told the Des Moines Register that they’re already being quoted fertilizer prices that are up 40% from the fall.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

Photo by Yunus Tuğ via Unsplash

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Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

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Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

Photo via Andre M. Chang/ZUMAPRESS/Newscom

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