The Daily Upside

Trump Prescribes Deep Discounts for Big Pharma

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The Trump administration promised to drastically cut prescription drugs prices in the US, where the industry makes most of its money.

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Chegg Cuts Workforce as AI Takes Over the Chat

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Online learning company Chegg is laying off almost a quarter of its workforce amid worries that AI is doing people’s homework for them.

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Optimism Overpowers Market Uncertainty Following US-China Trade Thaw

Jerome Powell, Chair of the Federal Reserve. Photo by Federal Reserve Board of Governors via PDM 1.0.

The US and China shocked the world in announcing a 90 day trade truce, turning weeks of uncertainty into a day of optimism.

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Inside the Interval Fund from Vanguard, Blackstone, Wellington

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The announcement follows similar plans by prominent asset managers like State Street, Apollo, KKR and Capital Group.

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Clients are Getting Younger and Younger

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When advisors start working with investors early, it can form strong relationships that last potentially decades.

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Emotions More Problematic for Retirement than Finances

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But there is a big reason to be concerned: Long-term care.

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Microsoft Patents Signal Demand for Explainable AI

Photo via U.S. Patent and Trademark Office

Because these models often operate in a so-called “black box,” many users have little to no understanding of them.

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How Shadow IT Concocts Cybersecurity Nightmares

Photo by Matheus Bertelli via Pexels

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Quantum Computing Race Isn’t Run ‘In a Vacuum’

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“It is a technology that is emerging worldwide.”

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Private Equity, Sports and Games Sidestep Frozen M&A Pipelines

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Dealmaking among private equity firms and in the sports and video games sectors has gone full steam ahead amid a global M&A freeze.

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US Trade Truce With China Sends Stocks Surging Higher

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Some enterprising Chinese exporters have found ways to get around tariffs amid the standoff between Washington and Beijing.

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Google AI-ngst: Apple Deal May Disintegrate Even Without Court Intervention

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The future of traditional search engines got a rude awakening last week as an Apple executive predicted their eventual demise.

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The Duel Over Dual Share Classes

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Broker-dealers have a big problem with ETFs: A lack of revenue-sharing to support commission-based compensation.

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April Marks Worst Month of ETF Inflows in a Year

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ETFs attracted $58 billion in assets last month, the lowest since April 2024, according to Morningstar Direct.

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Themes Preps 15 Leveraged Single-Stock ETFs

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The category of leveraged single-stock ETFs is growing quickly as issuers crank out risky products designed for day traders.

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Tariff War Transforms US Bond Market From Boring to ‘Yippy’

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US Treasurys have long been safe havens during financial market upheaval. President Trump’s sweeping import tariffs made them more volatile.

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Advisors Eye Up Instagram’s Millions of Users

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With more than 100 million Americans users, Instagram is becoming a platform for advisors to connect with investors and secure new clients.

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UK-US Strike Trade Deal Affirming ‘Special Relationship’

UK Prime Minister Keir Starmer. Photo by Simon Dawson / No 10 Downing Street via CC BY 2.0.

The UK and US announced a “historic” trade deal Thursday that does little to reduce Washington’s overall global trade war.

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Crypto on Track for M&A Record With Coinbase’s $2.9B Derebit Takeover

Brian Armstrong, CEO of Coinbase. Photo by TechCrunch via CC BY 2.0.

Coinbase is acquiring Derebit for $2.9 billion in the crypto industry’s biggest ever deal as it spars with rival Kraken.

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Lab-Grown Diamonds? Turns Out They’re Not De Beers’ Best Friend

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De Beers, the world’s largest diamond producer, said it plans to shutter its lab-grown jewelry brand LightBox.

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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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