The Daily Upside

How Advisors Can Harness Media to Reach Gen Z

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Advisors need to embrace social media, podcasting, and client testimonials if they want to reach Gen Z clients, marketing experts say.

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Most Americans Question Online Financial Information

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Some 80% of Americans are skeptical of the investment and saving information they find on social media.

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Robinhood, AppLovin Locked Out of S&P 500 Yet Again

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Conventional wisdom says being on the S&P 500 is a status symbol that is supposed to come with plenty of benefits.

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Not Lovin’ It: McDonald’s Suffers Third Downgrade in as Many Trading Days

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Could GLP-1 weight loss drugs like Ozempic and changing economic winds really take a bite out of the almighty Big Mac?

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Meta’s Scoping Out a Superintelligence Lab

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As ChatGPT’s partial outage yesterday goes to show, AI companies are still struggling to scale up to artificial general intelligence.

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Schwab Keeps Industry’s ETF Fee Cuts Rolling

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Vanguard reduced fees on 87 funds earlier this year, and Schwab just lowered costs on ETFs with $66 billion in total assets.

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Weight-Loss Drug ETFs Generate Skinnier Returns Than Expected

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ETFs tracking the performance of weight-loss drugs have largely underperformed since launching in late 2023.

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WisdomTree Branches Out to Private Credit

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The company is prepping a private credit mutual fund that adds a unique flavor — tokenization.

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Warner Bros. Discovery Formalizes Break-Up Plans

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Like the rest of its pre-streaming Hollywood peers, Warner Bros. Discovery finds itself trapped between two eras.

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Apple Still Won’t Ride the AI Hype Train

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At its annual Worldwide Developers Conference on Monday, Apple announced a slew of incremental updates to its AI offerings.

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Washington Trade Talks With Beijing Drive S&P 500 Toward Record High

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The on-off dynamic of the US-China economic relationship so far this year would make the writing rooms of most soap operas blush.

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Advisors Go Risk-On Heading Into 2H

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It’s been a sweet-and-sour first half for the markets, but advisors expect the second half to be a whole lot tastier.

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Morgan Stanley, American Funds Earn Top Rankings From Financial Advisors

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Fees and returns are important to advisors, but so are branding and customer service.

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Retirement Contributions Hit All-Time High, Fidelity Says

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Fidelity’s Q1 2025 report found that Americans are putting income into their 401(k)s at record rates.

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JPMorgan Chase Patent Tackles Synthetic Data Bias

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“Biases can significantly impact the equity of machine learning models and their decisions.”

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Which Industries Need AI Skills the Most?

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Finding a jack of all trades is difficult in AI.

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Amazon Ups Its AI Infrastructure Ante

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The cloud giant is continuing to build out its massive cloud footprint.

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Consumer Goods Giants Slim Down to Spur Growth

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Scale for scale’s sake appears to have become passé, with conglomerates jockeying for market share with a more focused brand identity.

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Wall Street’s Elite Get Serious About Debt Alarmism

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JPMorgan CEO Jamie Dimon and BlackRock CEO Larry Fink sounded off last week about higher deficit spending in the US.

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Ripped Job Market Swipes Left on New Grads

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For the first time in decades, recent college grads have a higher unemployment rate than the rest of the economy.

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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

Photo via Erik McGregor/Sipa USA/Newscom

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

Photo via Andre M. Chang/ZUMAPRESS/Newscom

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