The Daily Upside

What’s At Risk When You Replace Workers With AI?

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“There’s going to be humans involved in every angle.”

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Philips Patent Leverages AI to Make Healthcare More Predictable

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This patent isn’t the first time we’ve seen AI make inroads into healthcare.

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Where Are Cash Sweep Lawsuits Now?

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Lawsuits have been filed against a laundry list of brokerages, including Wells Fargo, LPL and others.

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Advisors Calm Clients After Trump’s Latest Tariff Announcements

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Financial plans are designed to weather economic uncertainty, but it can be hard for clients to remember that.

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Osaic Touts Advisor Addition Amid Commonwealth Talent Rush

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The firm is highlighting its potential advantages for advisors who might be on the fence about going to LPL Financial.

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Wired-Up Copper Prices Signal a Tariff-Powered Shock to Consumer Wallets

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A planned 50% tariff on copper has left commodities markets roiling and analysts toiling with the idea consumers paying for higher prices.

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Linda Yaccarino Ducks Out of X’s New Grok Era

Linda Yaccarino. Photo via Blondet Eliot/ZUMAPRESS/Newscom.

Just over two years after taking the job, X (formerly Twitter) CEO Linda Yaccarino on Wednesday announced she’d be stepping down from her role.

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Samsung’s Foldable Phones Are Hungry for a Bite of Apple

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Samsung’s new phones hit shelves later this month, days after Chinese rival Honor launched its new folding phone.

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What’s Inside the SEC’s Latest Crypto ETF Guidance

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The agency’s new guidelines focus on disclosures around price fluctuations and market manipulation, among other common concerns.

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State Street’s PRIV Lands First Daily Inflows in Months

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The fund pulled in more than $18 million in assets over two days last week but has seen negligible interest from investors long term.

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JPMorgan Files to Launch Money Market ETF

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The fund marks the latest example of issuers capitalizing on growing investor appetite for lower-risk options.

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Bidders Bet NYC Casino Will Become World’s Biggest

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Applications for the city’s three casino licenses were due to the New York State Gaming Facility Location Board last week.

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Improving S&P 500 Outlook Signals Revival of TINA Trade

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The TINA trade has hit some snags in recent years, with bonds looking like a pretty swell alternative in an era of high interest rates.

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HSBC Waves Caution Flag for Wall Street Giants

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The bank downgraded JPMorgan, Goldman Sachs, and Bank of America, citing a classic case of macroeconomic uncertainty.

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Saudi Sovereign Wealth Fund Plans Majority Stake in $1 Billion NYC Skyscraper

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The deal is with NYC real estate developer Related, which is seeking to capitalize on the return to office push in the economic metropolis.

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TikTok’s Digital Creators Working on US Version of Almost-Banned App

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Even after TikTok is kicked off app stores later this year, the current app will keep working for US users until March.

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Walmart Gate-Crashes Amazon’s Annual Sales Bash

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History suggests that a little competition will be good for not just Walmart and Amazon, but the retail sector as a whole.

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The Fastest-Growing ETFs for Advisors

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Thematic and high-fee strategies were some of the more popular index funds among RIAs, according to a new report.

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Why Black Americans Save Less and How Advisors Can Help

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Even at higher income levels, Black Americans report having less saved for retirement, per the Employee Benefits Research Institute.

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Investor Advocacy Group Criticizes FINRA’s Remote Inspections

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They ‘undermine FINRA’s foundational mission of investor protection,’ says the Public Investors Advocate Bar Association.

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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

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Neurocrine Scoops Up Hunger-Drug Maker in Latest Multi-Billion-Dollar Pharma Deal

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