The Daily Upside

Racing to Keep Up With Dual Share Class Applications

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More than 40 firms filed amended requests with the SEC since it nudged them to follow Dimensional’s lead, and nine filed initial applications.

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Investors Turn to Defined Outcome ETFs Amid Market Turmoil

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In the aftermath of the Trump administration’s “Liberation Day,” many investors are looking to buffer ETFs to protect against volatility.

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Not Taking Single-Stock ETFs for Granite

Will Rhind, CEO of GraniteShares.

In the ever-expanding universe of ETFs, finding new products that stick is more of an art than a science, the CEO of GraniteShares says.

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Advisors Say $1,000 ‘Trump Accounts’ Won’t Benefit Families Who Need Help Most

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While the idea isn’t exactly new, the accounts are designed to help parents prepare for their children’s financial futures.

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Soups Heat Up for Campbell’s as Snacks Grow Stale

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Snacks now make up around half of the historic soup company’s sales, up from less than a third a decade ago.

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Bristol Myers Paying BioNTech Up to $11.1B in Cancer Drug Team-up

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At the heart of the biotech deal is a relatively new drug technology called PD-1/VEGF bispecific antibodies.

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Wall Street Braces for More Investors Dissing Dollar

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The dollar decline comes just as a couple of other key US economic indicators have begun blinking red, too.

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Bitcoin Rules for Now, but the Crypto Landscape Is Vast

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Spot Bitcoin ETFs garnered inflows of nearly $9.6B over roughly the past five weeks, according to Morningstar Direct data.

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RIA Headcount, AUM Shattered Records in 2024

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Just under 16,000 RIA firms employed more than 1 million non-clerical workers managing a total of $144.6 trillion in assets.

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Grayscale Wants in on Quantum Computing ETFs

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The company, which briefly owned the biggest spot bitcoin ETF, wants to invest in another potentially disruptive technology that could even pose a threat to crypto.

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IBM Patent Introduces Context to Fix Hallucinations

Photo via U.S. Patent and Trademark Office

“By introducing such context, there is a greater confidence that the output of the artificial intelligence model is more accurate.”

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How Enterprises Can Fortify Cybersecurity ‘Weak Links’

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The recent LexisNexis breach highlights the need to go “back to basics,” one expert says.

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Shifting Away from Search, Businesses Need to Keep Up With the AI ‘Answer Economy’

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The future of online visibility in the age of AI is already dramatically changing the role of SEO.

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Can US Tourism Bounce Back Amid Trade War?

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2025 is projected to be an unusually terrible year for the US travel industry — and only the US travel industry.

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No ‘Gray’ Area in New York Times’ AI Deal with Amazon

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The agreement comes as The New York Times continues to sue OpenAI and Microsoft for alleged copyright infringement.

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Luxury Brands Sweat Consumer Discounting After Price Hikes

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Brands that cater to the uber wealthy saw a dip in sales for the first quarter of 2025, continuing a slowdown that started last year.

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BlackRock’s ‘Widow Maker’ ETF Is Suddenly in High Demand

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The iShares 20+ Year Treasury Bond ETF (TLT) took in $1.3 billion in inflows this past week.

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Nasdaq Wants to Wrap This $11.5B Altcoin in an ETF

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$SUI is backed by investors like Andreessen Horowitz at a valuation of $2 billion.

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Is the Housing Bubble Finally Losing Pressure?

Photo illustration by Connor Lin / The Daily Upside, Photos by Muhammad Abdullah and Tohamina via iStock

A new report by Redfin showed that US home sellers now outnumber by buyers by nearly half a million, the biggest gap on record since 2013.

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Bitcoin’s Record Rally Prompts Advisors to Take a Second Look

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Crypto is still new territory for plenty of advisors, but ETFs are making it easier for investors to gain exposure.

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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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