The Daily Upside

Navigating Fixed Income and SMAs with Allspring’s Manju Boraiah

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John Love, President & CEO of USCF Investments: Why Commodities Like Copper, Cattle, and Gold Still Have Room to Run

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BNY’s Matt Camuso Highlights Surge in Active ETFs and Fixed Income Opportunities at Future Proof

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Bryce Skaff of Dimensional Fund Advisors on Active ETFs, Dual Share Classes, and the Future of Advisor Growth

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The Dutch Connection: French AI Leader Gets Backing from European Tech Giant ASML

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Mistral has been hailed by policymakers as key to Europe’s ambitions to compete with dominant US and Asian rivals.

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A Culling Looms for China’s Crowded EV Industry

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In an interview with the Financial Times, BYD’s executive vice president Stella Li said just a handful of China’s 130 EV-makers will survive.

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Dismal Jobs Numbers May Not Mean What You Think

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Morgan Stanley analysts think the US economy has been in a “rolling recession” since 2022 — and it may already be almost over.

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Nasdaq Seeks SEC Approval for Tokenized Trading

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The exchange could start offering tokenization of securities, including exchange-traded products and stocks, next year.

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US Policy Whirlwind Threatens Clean Energy ETF Rebound

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Amid a reversal in tax incentives that had started to buoy clean energy technologies, investors have pulled money from linked ETFs.

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21Shares Tosses ETFs While Prepping for Spot Crypto Frenzy

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The company, which sponsors a nearly $5 billion Bitcoin ETF along with ARK, is nixing the three other ETFs in that partnership.

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Halt and Catch Fire: IPO Market Accelerates After Sleepy Summer

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Investor appetite for StubHub and Klarna is especially compelling at a time when consumer sentiment starting to slump.

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Pubmatic Seeks Payback For Google’s Ad Tech Monopoly

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Pubmatic’s lawsuit comes after a US Judge ruled in April that Google was maintaining an illegal monopoly in the ad tech industry.

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New iPhone Air Is Ready for its Flex, but Apple Stock’s Already Swole

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iPhone sales surged to $44.5 billion in the quarter ending in June, besting analysts’ $40 billion expectations and rising 14% year-over-year.

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How to Win the Coveted Ultra-High-Net-Worth Client

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RIAs need to cultivate a higher level of trust and personalization to attract the wealthiest clients.

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Goldman, T. Rowe Team Up for Public-Private Offerings

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Investing $1 billion in T. Rowe may be more efficient for Goldman than building out its own channel.

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Next-Gen Advisors Want Clear Path to Promotion: DeVoe

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Failing to properly guide the next generation could lead to many practices losing their competitive edge.

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Microsoft Targets AI’s Bias Problem in Recent Patent

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Bias is one of the fundamental issues that AI developers face as they build and deploy models.

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Legacy Code Might Be Holding Your Enterprise Back

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More than 60% of U.S. companies run outdated code that cannot support cloud or AI.

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Who’s Who? Identity Questions Undermine Model Context Protocol

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‘There cannot be room for hallucination in that question.’

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Stalling Jobs Growth May Be Just What the Market Needs

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The latest jobs report appeared to confirm that America’s labour market is slowing, which may clinch the rate cut markets are salivating over.

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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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