The Daily Upside

The Private Markets Push: How AI Is Changing the Private Credit Landscape

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The Future of Advice: What Will Separate AI Leaders from Laggards?

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What Advisors Are Watching as the Iran War Escalates

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Inside Carson Group’s $60B Growth Story and Its Big AI Bet

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Farm Bill Providing Big Boost to Agri-Tech Gains Momentum in Congress

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While comprehensive farm bills are typically passed every five years, Congress hasn’t passed a comprehensive farm bill since 2018.

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Nvidia’s GTC Highlights Power-Hungry Chips’ Need for Energy-Efficient Solutions

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Like phones and laptops, artificial intelligence data centers have to be kept below a certain temperature to keep running.

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Wall Street Gets Bullish on Cybersecurity as Iranian Hackers Target US

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Four firms, Palo Alto, Okta, Cloudflare and Crowdstrike, stand out to analysts, and for reasons beyond geopolitics.

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How Advisors Are Finding Opportunities in Private Real Estate Right Now

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Advisors see some buy-the-dip potential, many are taking a measured approach, weighing the asset class’ illiquidity and performance.

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Iran War Drives Commodities ETF Rally as Stocks Retreat

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The war in Iran and ongoing political uncertainty have buoyed commodities ETFs broadly, though oil has experienced the biggest rise.

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What’s at Stake for BlackRock’s Ethereum ETFs?

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The company rolled out its iShares Staked Ethereum Trust ETF, a complement to an unstaked version that’s already the biggest in its category.

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Clean Energy Regains Its Swagger as Hedge Against Wartime Oil Crisis

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The iShares Global Clean Energy ETF jumped more than 5% last week, exceeding the oil-and-gas-focused Vanguard Energy ETF’s 1.3% gain.

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JPMorgan Leverages Unique Ability to React Proactively to Private Credit Woes

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Most of JPMorgan’s big banking peers don’t have NAV loan agreements that let them proactively revalue assets.

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AI Super Bowl Brings Moment of Truth for Nvidia’s ‘Chip That Will Surprise the World’

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Can Nvidia respond to the rapid rise of agentic AI, which has its own hardware needs, relying heavily on the general computing power of CPUs.

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State Street Gives Asset-Backed Securities the Private Treatment

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The firm’s latest public and private ETF goes beyond CLOs and includes mortgages, credit cards, auto loans and other debt.

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Why Advisors Are Doubling Down on Munis, High-Quality Bonds Right Now

Photo illustration by Connor Lin / The Daily Upside, Photo by Mikolajn and Feedough and via iStock

Financial professionals are recommending staying in high quality products to help ride out any potential volatility.

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Will MANGO Inherit Magnificent 7’s Market Dominance?

Photo illustration by Connor Lin / The Daily Upside

Change is the universal constant and even the Magnificent 7, being reshaped by AI upheaval, isn’t immune. Here’s what you should know.

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Cash Flow vs. Upside: Navigating the Tradeoffs in Covered Call ETFs

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Why Money Alone Can’t Guarantee a Happy Retirement

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A happy and healthy retirement requires more than money, and advisors should help clients find meaning in their golden years

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401(k) Withdrawals Are Rising. Here’s Why

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Hardship withdrawals are considered last-resort financial decisions, so why are so many people making them?

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Qatari Fund Cooks Up a Premium Papa Johns Bid

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Papa Johns said last month it’ll close more than 300 stores by the end of next year, following declining sales over the past two years.

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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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