The Daily Upside

ETF Upside

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.

2 min read
ETF Upside

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.

1 min read
Finance

Halt and Catch Fire: IPO Market Accelerates After Sleepy Summer

Photo via Jimin Kim/ZUMAPRESS/Newscom

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

2 min read
Technology

Pubmatic Seeks Payback For Google’s Ad Tech Monopoly

Photo via Matthias Balk/dpa/picture-alliance/Newscom

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

2 min read

Big Tech

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.

2 min read
Advisor Upside

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.

2 min read
Advisor Upside

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.

2 min read
Advisor Upside

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.

1 min read

CIO Upside

Microsoft Targets AI’s Bias Problem in Recent Patent

Photo via U.S. Patent and Trademark Office

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

1 min read
CIO Upside

Legacy Code Might Be Holding Your Enterprise Back

Photo via Chris Ried

More than 60% of U.S. companies run outdated code that cannot support cloud or AI.

2 min read
CIO Upside

Who’s Who? Identity Questions Undermine Model Context Protocol

Photo via VCG/Newscom

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

2 min read
Economics

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.

2 min read

Industries

McDonald’s Chief Blasts Minimum Wage Loophole for Tipped Workers

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

McDonald’s is battling its own industry over fast food workers’ pay, which it believes should be better, and tips, which it opposes.

2 min read
Big Tech

Alibaba Executes a Big Tech Pivot

Photo via Cfoto/ZUMAPRESS/Newscom

Chinese e-commerce giant Alibaba, having successfully diversified into cloud computing, is now making a push into artificial intelligence.

2 min read
ETF Upside

New Spot Crypto Products? Regulators Say Bring It On

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The SEC and CFTC recently issued a rare joint statement encouraging applications for new spot crypto products.

2 min read
ETF Upside

Media Companies Are Cracking the Streaming Code. Should Investors Care?

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Disney is the comeback kid of Wall Street, and other streaming giants are following suit.

2 min read
ETF Upside

LionShare’s ETF Won’t Take Dividends Lion Down

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The company’s new U.S. Equity Total Return ETF invests in other exchange-traded funds in a way that minimizes dividend payments.

1 min read
International Economics

‘Not Optimistic’: Washington Hits Tariff Impasse with Switzerland

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

Small, mountainous Switzerland — a country that ranks 61st in the world by total area — is one of the world’s biggest investors in the US.

5 min read
Advisor Upside

3 Reasons to Keep Politics Out of Portfolios

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

Mixing politics and investing is like mixing emotions and math: It rarely adds up.

4 min read
Electric Vehicles

Tesla Needs its Robo-Tech to Recharge Revenue

Photo via Javier Rojas/ZUMAPRESS/Newscom

So far, Tesla has launched limited rideshare services in Austin and the Bay area, and it’s looking to expand into Florida, Arizona and Nevada.

2 min read

Advisor Upside

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

‘Bucket List’ Vacations Give Way to Budget-Friendlier Trips amid Sky-High Fuel Prices

Photo illustration by Connor Lin / The Daily Upside

4 min read
Most 401(k) Holders Don’t Seek Help from Plan Advisors (But They Want It)

Photo by Getty Images via Unsplash

1 min read
How TIPS Bridges Can Maximize Social Security Benefits

Photo by Chad Peltola via Unsplash

2 min read

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