The Daily Upside

Advisor Upside

Referrals Are Still King, Even In the Era of AI

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Growth across the RIA industry remains robust, but AI helps top performers stand apart from the crowd, according to a new Schwab report.

2 min read
Blockchain

Crypto Heads Toward Housing Market in Latest Mainstreaming Move

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The new rules could let homebuyers keep their crypto and use it to qualify for loans though mainstream banks.

2 min read
Semiconductors

Nvidia Cashes in on Looser Export Controls

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Nvidia says the only way for the US to stay ahead of China in the Great AI Race is to keep selling AI-powering chips to China.

2 min read
Finance

Markets Give a ‘Meh’ To Upbeat Wall Street Earnings

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The consensus takeaway from the earnings season so far is that the economy is, in spite of everything, doing pretty good.

3 min read

ETF Upside

What ‘Crypto Week’ Means for ETFs

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The price of Bitcoin hit a record high of $123,000 this week as Congress prepares to vote on landmark crypto legislation.

2 min read
ETF Upside

Here Are the Most Popular Active ETFs of 2025

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JPMorgan, T. Rowe Price, and Capital Group had some of the top-performing funds of the first half of 2025, according to a recent Morningstar report.

2 min read
ETF Upside

BlackRock Tops $12T in AUM. State Street Profits Tumble

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A handful of asset managers reported earnings Tuesday.

2 min read
Blockchain

Bitcoin Tops $120,000 With Congress Poised to Consider Key Crypto Bills

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Nothing to boost an asset class like the most powerful legislative body in the world holding a week in your honor.

2 min read

Big Tech

Meta Investors Want Zuckerberg to Reimburse the Company

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In a trial that kicks off this week, a group of Meta investors are suing Zuck for concerns surrounding the Cambridge Analytica scandal.

2 min read
Banking

Inflation Data and Bank Earnings Kick Off a Crucial Test for Markets

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The big US banks bested Q1 earnings expectations, and many observers expect big boosts to their Q2 trading desk revenues.

2 min read
Advisor Upside

States With the Highest AUM Potential Per Advisor

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Recent industry research based on household net worth data shows certain states have higher AUM potential than others.

2 min read
Advisor Upside

What iCapital’s $820M Funding Means for Private Markets

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The firm said the funding will go toward acquisitions and tech innovation.

2 min read

Advisor Upside

BFFs? A Third of Gen Z Intends to Leave Inheritance to Friends

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Nearly a third of US adults plan to leave a financial gift, but only a fifth expect to receive one, per Northwestern Mutual.

2 min read
CIO Upside

Why Open Source AI May Be a ‘Marginal Player’

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It may be better to think small when considering open source.

2 min read
CIO Upside

Why Security and AI Need to Grow Hand in Hand

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Zero trust might be the best place to start.

2 min read
CIO Upside

Microsoft Explainability Patent Highlights Need for AI Trustworthiness

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These technologies still have some trustworthiness issues.

1 min read
Healthcare

WeightWatchers Returns With a Plan for the New GLP-1 World

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Weight Watchers went bankrupt in May, but now it promises it’s trimmed the fat off its books and is ready to rejoin the Nasdaq.

2 min read
Artificial Intelligence

CoreWeave, Once the Year’s Hottest AI Stock, Takes Extended Tumble

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CoreWeave was the hottest stock on the block after its March IPO, but investors are now concerned its explosive valuation went a little far.

2 min read
Technology

Zuckerberg Shells Out Lavishly for Superintelligence Super Team

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Meta’s Mark Zuckerberg continued his run of poaching AI talent from competitors with salaries that would make Lebron James blush.

2 min read
ETF Upside

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

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The firm has launched nine total fixed-income ETFs this year.

2 min read

Advisor Upside

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

For Elderly Clients, Home Design Is the New Hot Ticket

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

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2 min read
Ritholtz Wealth Files for First ETF

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1 min read

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