The Daily Upside

ETF Upside

ETF Investors Are Overwhelmingly Young. Can Issuers Expand Their Reach?

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ETF uptake varies significantly across generations. This gap presents a major growth opportunity for the industry.

2 min read
Advisor Upside

Is Ray Dalio’s All-Weather ETF Appropriate for a Long Summer?

Photo via Amy Harris/Invision/AP

In the long-running bull market, it’s not hard to make a case against risk-parity funds. But it’s harder to make one against Ray Dalio and his massive hedge-fund firm Bridgewater Associates.

2 min read
Technology

Silicon Valley Confusion Over H-1B Visa Spurs Tech Plunge in India

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Ultimately, the new fee will apply to H-1Bs when they are first granted, and not to existing visas or any future renewals.

2 min read
Healthcare

Tylenol-Maker’s Shares Sink amid Autism Scrutiny

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Studies exploring whether there’s a connection between Tylenol’s key ingredient acetaminophen and autism have had mixed results.

2 min read

Big Tech

Is Google’s Ad Tech Biz Ripe for the Breaking?

Photo by Karollyne Videira Hubert via Unsplash

Tying its various advertising tech services together has allowed Google to snare roughly 20% of each dollar that moves through its platforms.

2 min read
Advisor Upside

Americans Are Abandoning Dreams of Home Ownership, Retirement

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Eight in 10 of the 5,000 people U.S. Bank surveyed said they feel anxious about stock market fluctuations.

2 min read
Advisor Upside

Why Integrated Partners’ Paul Saganey Wants to ‘Love Chaos’

Paul Saganey

The CEO talks growth challenges, the consequences of this year’s volatility and how the Great Wealth Transfer is reshaping the advisor space.

3 min read
Banking

Self-Help or Self-Sabotage? Activist’s Proposal for UBS to Leave Switzerland Risks Spiking Costs

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In 2009, UBS reportedly threatened to leave the country if it deemed post-fiancial crisis regulations to be heavy-handed.

2 min read

Finance

Investors Have a Question About SEC’s Policy Shift on Arbitration: Cui Bono?

Photo via Tom Williams/CQ Roll Call/Newscom

Class-action securities settlements in 88 cases totaled about $3.7 billion in 2024, according to data collected by Cornerstone Research.

2 min read
Electric Vehicles

Tesla Grapples With Threats on All Fronts

Photo via Stanislav Kogiku / AFLO Sports/Newscom

And yet, last week, Tesla scored a couple key brownie points from Wall Street analysts. So why the optimism?

2 min read
ETF Upside

What’s Up with the Crazy Flow Volatility at ARK’s ETFs?

Photo via Omar Marques/ZUMAPRESS/Newscom

Competing theories have been proposed to explain why billions of dollars have gone into and out of several ARK ETFs in recent weeks.

2 min read
ETF Upside

Why Rate Cuts Could Benefit an Already Booming ETF Industry

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

The Federal Reserve’s decision may not have been a surprise, but ripple effects are already being felt across the industry.

2 min read

ETF Upside

SEC Turbocharges Crypto ETP Approvals

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Generic listing standards for crypto exchange-traded products could open the floodgates for ETPs beyond spot Bitcoin and Ethereum.

2 min read
Media & Entertainment

What’s Next for the Murdoch Empire?

Photo illustration by Connor Lin / The Daily Upside, Photos by Polaris, imageSPACE, Jimin Kim, Hailey Swanson, and Abaca Press via Newscom

Lachlan Murdoch’s moves so far are clearly those of someone who came of age during an era of rapidly advancing digitization.

6 min read
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

Advisor Upside with Grayscale at Future Proof

1 min read
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

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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

Advisor Upside

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

Unchained Melodies? Recording Giants Finetune Deals for Sharing Music Libraries With AI

Photo via Emily Curiel/ecuriel@kcstar.com/TNS/Newscom

2 min read
Tesla Grabs One for the Road With Windfall from Expiring EV Tax Credit

Photo via Stanislav Kogiku / AFLO Sports/Newscom

1 min read
Sensory Upload: Walmart Expands Automation of Grocery Tracking

Photo via F. Carter Smith/Polaris/Newscom

2 min read

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