The Daily Upside

CFP Board May Ease Rules on Prior Bankruptcy, Alcohol, Drug Charges

Photo via Connor Lin / The Daily Upside

The proposed changes could lighten the load for the organization and make it easier for advisors to move on from previous offenses.

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Westwood ETF Says it Pays to Be Democratic

Photo via Connor Lin / The Daily Upside

A new fund from Westwood and TOBAM aims to limit exposure to authoritarian states including China, Russia, and Turkey.

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JPMorgan Chase, Amazon Seek Patents to Make AI Unlearn Bad Habits

Photo of Amazon patent for unlearning in generative models via U.S. Patent and Trademark Office

Security has to come first when deploying AI.

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How to Keep Your Workforce from Overusing AI

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The first step is figuring out where AI isn’t necessary.

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Despite Breakthroughs, Quantum Industry is “Split” On Arrival Timeline

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“It’ll be a breakthrough for humanity, much like the advent of the computer itself.”

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Fox News Crushing Cable Rivals in Trump 2.0 Era

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The network has averaged 3 million viewers during its primetime programming this year, up roughly 50% from a year ago.

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CoreWeave’s First Day of Trading Highlights Fizzling AI Enthusiasm

Photo via Connor Lin / The Daily Upside

Markets were left with no gains, no losses and a lot of questions about where the artificial intelligence boom is headed.

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Trump Phases Out Paper Checks to Modernize Federal Payments

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All executive departments and agencies have been asked to transition to Electronic Funds Transfer (EFT) methods.

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Fund Shops Are Pouncing on Vanguard’s ETF-Mutual Fund Structure

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

There are 53 fund shops asking permission from the SEC to tack on classes of mutual fund or ETF shares using a multi-share class structure.

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Why Investors May Get ‘Hot-Blooded’ for Foreign Investments

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It doesn’t pay to be “Cold as Ice” toward international stocks and bonds, according to advisors.

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Brazil’s ‘Egg King’ Buys Hillandale Farms

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The $1.1 billion acquisition comes just as egg prices are ever so slightly starting to trend down in the US.

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Smaller CoreWeave Valuation Signals Slower Start for AI-Focused IPOs

Photo via Connor Lin / The Daily Upside

Hype climbed for AI cloud services provider CoreWeave’s IPO after it signed a $11.9 billion deal with OpenAI earlier this month.

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General Motors Bears Brunt of New Auto Tariffs

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At home in the US, one of Detroit’s Big Three stood out as vulnerable to a potential trade war: General Motors.

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Google Patent Keeps Your Data Under Wraps

Photo via U.S. Patent and Trademark Office

Plenty of other tech giants have sought to solve the ever-present AI data security problem.

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Why Factory Floors Are the Best Place to Start with AI Robots

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“The problem is bounded,” one expert said.

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With Cloud Infrastructure, How Much is Too Much?

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Massive AI infrastructure investments are a “gamble on the future.”

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Wall Street Scored Record Bonuses Just in Time for a Slump

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The good times, they don’t last. But on Wednesday, we at least found out just how good the good times were.

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Fidelity (and So Many Others) Test Stablecoin Waters

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Stablecoins are the Girl Scout cookies of the financial world, and everyone’s splurging for their own this spring.

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Oil Executives Bemoan ‘Uncertainty’ Amid Price Pressures and Tariffs

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US energy executives have a lot on their plate at the moment, with tariffs, sanctions, war, and a “drill, baby, drill” agenda.

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Are Investors Buying Tesla’s Nosedive?

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ETFs shorting Tesla have recently outperformed, while those doubling down on the company have not. The long-term numbers are another story.

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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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