The Daily Upside

CIO Upside

How to Avoid Hiring a North Korean Spy as a ‘Remote Employee’

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‘We advertised for a remote employee … several North Korean fake employees responded’

2 min read
CIO Upside

What Businesses Should Consider Before Using Off-the-Shelf AI

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‘The ability to scrape information … is way more advanced than people realize’

2 min read
Advisor Upside

Krispy Kreme’s Suddenly Irresistible. What to Do When Clients Crave Meme Stocks

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Advisors should have conversations about what these rallies are — and what they aren’t.

2 min read
Advisor Upside

Treasury Delays Anti-Money-Laundering Rule to 2028

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Finalized last summer, the proposal intends to address issues like terrorist financing and foreign corruption in America’s advisory industry.

1 min read

Advisor Upside

When it Comes to Succession Planning, Start Early

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Succession can be an intensive and emotional process

2 min read
Blockchain

Goldman Sachs, BNY Bring $7 Trillion Money Market to Blockchain

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The announcement comes just days after President Trump signed a law that introduces US-regulated stablecoins.

2 min read
Big Tech

Amazon, Meta Wear AI-mbitions on Their Wrists

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Both Amazon and Meta have already flirted with the smartwatch space, only to ultimately abandon their initial ambitions.

2 min read
International Economics

Tariffs ‘The World Can Live With’: US-Japan Trade Pact Pushes Markets to Record Highs

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While 15% tariffs would be nothing to toast in normal times, it seems pretty good after Trump first threatened Japan with a 24% tariff rate.

2 min read

Industrials

Gates-Backed ‘Green Steel’ Startup Clears Key Milestone

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Heavy industrials remain one of the most significant drivers of greenhouse gas emissions, and also one of the toughest to eliminate.

2 min read
Markets

Fine Print: ETFs Born in Banner Year May Lack Staying Power

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Issuers are pumping out funds to meet investor demand, but there’s a growing risk that many of the new ETFs will have short shelf lives.

2 min read
Electric Vehicles

Crowded by EV Rivals, Tesla Preps For Critical Earnings Report

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For what feels like the third or fourth time in a row, Tesla is gearing up for what may be the most important earnings call in its history.

2 min read
ETF Upside

Gimme an S&P 500 ETF, Hold the Dividends

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An ETF from Roundhill Investments trades out of S&P 500 ETFs before dividends are paid, thus avoiding the tax implications.

2 min read

ETF Upside

Why the SEC Delayed In-Kind Redemptions for Crypto ETFs

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It may be only a matter of time before the Securities and Exchange Commission lets crypto ETFs redeem their digital assets in kind.

2 min read
ETF Upside

ETF Wave Hasn’t Crested Yet, Tidal Co-Founder Says

Michael Venuto, cofounder of Tidal Financial Group. Photo via Tidal Financial Group.

The business Michael Venuto started over a decade ago has become one of the go-to places for small firms looking to launch ETFs.

3 min read
Blockchain

MicroStrategy Bolsters Its Bitcoin War Chest

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The timing of Strategy’s latest Bitcoin gains was hardly a surprise: last week also marked “Crypto Week” on Capitol Hill.

1 min read
Finance

Block Stock Pops in S&P 500 Debut

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Block’s membership in the index comes as it transitions into an all-in-one finance platform that offers debit cards and loans to clients.

2 min read
Big Tech

Microsoft Stock Unfazed by Hack Threatening Thousands of Customers

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The vulnerability exploited by the attack only affects on-premise Sharepoint servers, meaning clients using the cloud version are unaffected.

2 min read
Advisor Upside

Apollo, Ares to Open Professional Sports Investments to Retail Clients

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The funds could open the world of sports investing to a brand new segment of customers.

2 min read
Advisor Upside

Bonsai With Clients? Here Are Advisors’ Favorite Pastimes

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Golfing and camping topped the list, according to a recent AdvizorPro survey.

2 min read
Advisor Upside

M&A Just Broke More Records. But What Happens to Clients?

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The RIA industry made 102 deals in the second quarter of 2025, according to Echelon Partners.

1 min read

Advisor Upside

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

For Elderly Clients, Home Design Is the New Hot Ticket

Photo via Eduardo Barraza/ZUMAPRESS/Newscom

2 min read
Anthropic Bets Big on Wealth Management with New AI Tools

Photo via VCG/Newscom

2 min read
Ritholtz Wealth Files for First ETF

Photo via Connor Lin / The Daily Upside

1 min read

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