The Daily Upside

What Does the Fed’s Rate Cut Mean for Clients?

Jerome Powell, Chair of the Federal Reserve. Photo by Federal Reserve Board of Governors via PDM 1.0.

Many advisors say the move isn’t enough to significantly change strategies.

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Advisors and Clients Just Don’t See Eye-to-Eye on the Economy

Photo via Connor Lin / The Daily Upside

The gap reflects a growing divergence in experiences and strategies.

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How Next-Gen Advisors Are Breaking Into the Industry

From left: Nana Kojo Kesseh, Seyi Olabanji, Dre Watson at the 2025 African American Financial Advisors Association conference in Washington DC.

Early career advisors discuss what they need to succeed and how their generation thinks about finances.

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A Rate Cut May Be The Push The Housing Market Needs

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An interest rate cut would mean a lot of things: one undoubtedly good one would be a housing market more welcoming to buyers.

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Alphabet Rides The AI Wave Over The $3 Trillion Mark

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Alphabet is the newest member of the $3 trillion club, and it’s counting on rolling AI ambitions to take it higher.

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Buffett’s Berkshire’s Short Term Interest Rate Path Differs From Megarich Peers

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Warren Buffett’s Berkshire Hathaway’s investment strategy faces a cash conundrum with interest rates poised for a cut.

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BlackRock Is Reportedly Boarding the Tokenized ETF Train

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The New York-based firm is planning to launch some of the first tokenized ETFs, according to a report.

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Vanguard Adds Long-Overdue Junk Bond ETF at Tricky Time

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The company filled a hole in its fixed-income ETF line — but the timing may not be ideal, given relatively low yields in junk bonds relative to Treasurys, one observer said.

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New ETF Shop Snags Former Janus Henderson Exec

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Reckoner Capital Management, which added its Leveraged AAA CLO ETF in July, has aspirations of building out a global credit business.

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Trump Says Wall Street Should Ditch Quarterly Earnings: What Would That Mean?

Photo via JOHN ANGELILLO/UPI/Newscom

President Trump wants to end mandated quarterly financial reports for publicly traded companies. Odds are his dream comes true.

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Apple May Still Be a Hitmaker After All

Photo via Wu Xiaoling / Xinhua News Agency/Newscom

Apple’s latest generation of iPhones were debuted with modest aplomb last week. Presales show the company has plenty to be confident about.

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What To Expect After The Fed Cuts Rates

Photo via Tanarch

The Federal Reserve is poised to cut interest rates this week, but whether the era of “higher-for-longer” rates is over is another matter.

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Rich Clients Want Lending. Merrill Lynch Is Ready for Them

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Merrill launched a new credit unit for high- and ultra-high net worth clients last week.

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What to Ask During Client Discovery Meetings

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Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered.

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What It Means to Serve Women Clients

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Research shows that 80% of women will leave their advisor following the death of their spouse.

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Salesforce Patent Could Recycle AI Model Outputs

Photo via U.S. Patent and Trademark Office

Reusing old responses could help save the model energy.

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How OpenAI’s Partnership With Oracle Could Alter the AI Landscape

Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

Even for major AI firms, ‘you can’t do it alone.’

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In Security, ‘There’s Two Sides to AI,’ Box CISO Says

Heather Ceylan, CISO of Box. Photo via Box.

CIO Upside sat down with Box’s recently appointed CISO to discuss emerging threats, AI agents in security and her new role.

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Morgan Stanley’s Sarah Cummings on the Growing Role of Active Fixed Income ETFs and Options-Based Products in Advisor Portfolios

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Caught Between Painful Present and Optimistic Outlook: Copper’s Tariff Price Odyssey

Photo by Omid Roshan via Unsplash

Demand for copper, already one of the most commonly used metals in the world, has surged amid the AI computing boom.

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Advisor Upside

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

Can ‘Terror Management Theory’ Explain Inheritance Spending?

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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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