The Daily Upside

This Is an Advisor’s Brain on AI: Prioritizing Critical Choices

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AI notetakers can be a boon during client meetings, but critical decisionmaking should remain a human task.

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Roundhill Launches a Space ETF Into Orbit

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A new fund focused on companies working beyond Earth’s atmosphere hints at the growing potential of the space economy.

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Are ETF Investors Abandoning Big Tech?

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Geopolitical conflict and AI anxiety are driving some investors to so-called HALO products.

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Eli Lilly Widens Access to Weight-Loss Injectable as Lower-Cost Pill Nears Approval

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Just 20% of firms with 200 or more workers said they covered GLP-1 drugs for weight loss, according to the Peterson-KFF Health System Tracker.

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Amazon Plans Thousands of Satellite Launches to Narrow Gap with Elon Musk’s Starlink

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The space race is on to build the biggest satellite internet network, and Amazon has some catching up to do.

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Iran War Ignites US Demand for Cheaper Drone Defense Systems

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Last month, the Pentagon invited 25 drone manufacturers to participate in a competition to win a $150 million prototype order.

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Commodity ETFs May Feel Ripple Effects of Iran War

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The Strait of Hormuz closure means less fertilizer for corn and other crops, which will likely impact commodity ETFs and the food sector.

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First Tax Season Under Big Beautiful Bill Mixes Heightened Complexity with Bigger Refunds

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

While tax season is always a headache, clients may see larger refunds this year thanks to recent legislation, experts said.

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From Crypto to Private Credit, Alts Attract Millennials Flush with Inherited Wealth

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

Rather than sticking with stocks and bonds, millennials are seeking higher returns from alternatives like crypto and private credit.

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The Surprising Retirement Planning Mistake that Starts at the SSA

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Inputting inaccurate Social Security benefit projections is a real problem in retirement planning, experts warned.

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XYPN’s Michael Kitces Talks Retirement and Flipping the Psychological Switch

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The self-proclaimed planning nerd said the soft skills needed to talk clients about retirement are more important than ever.

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AIG Scores Upgrade in Goldman’s Assessment of Insurers’ AI Risks

AIG is outperforming insurance industry rivals, according to Goldman Sachs, in adapating to and leverage artificial intelligence.

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Neurotech Startup Treating Blindness Nabs $1.5 Billion Valuation

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Science Corp., a brain-implant startup developing a device that can enable blind people to see again, just raised $230 million from investors.

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BlackRock’s Writedown of Small Loan Fuels Private Credit Alarm

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BlackRock’s writedown of a $25 million loan is fueling concern that much larger defaults are lurking in private credit.

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401(k) Balances Are Way Up. But Withdrawals Have Reached Record Levels

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As much as Americans feel unprepared for retirement, they also feel unprepared for the here and now.

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Robinhood, TradePMR Join Growing Referral Space

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They’re just the latest firms to join the referral space, an area of wealth management that is ramping up.

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Why FINRA Might Overhaul Its Arbitration System

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The regulating body is asking the public for feedback on its dispute resolution process.

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Sony Doubles Down on PlayStation 5 Even as Console Costs Level Up

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The cost of producing gaming consoles on the up, but Sony is doubling down on its PlayStation 5 and reportedly pulling titles away from PCs.

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Crypto Bounces Back, Spurring Hopes Coin Has Found Stable Price Floor

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Inflows are pouring into cryptocurrency after a prolonged selloff, as Washington welcomes crypto firm Kraken to the Fed’s payment networks.

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Blockaded Gulf Oil Stockpiles Turbocharge Crude Prices

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Oil production in the Middle East may fall dramatically if the Iran conflict traps stockpiles from being shipped out of the region.

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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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