The Daily Upside

Advisor Upside

LPL’s Stock Price Sinks as Commonwealth Deal Closes

Photo via Kris Tripplaar/Sipa USA/Newscom

There have been reports of advisors leaving, as well as a race among competitors for the industry talent that went up for grabs.

1 min read
Advisor Upside

Why 10% of Advisors Plan to Jump Ship This Year

Photo by Marten Bjork via Unsplash

One in 10 advisors is planning to switch jobs in 2025 — and yes, it’s probably Steve.

1 min read
Advisor Upside

NASAA Proposes New Marketing Guidelines

Photo by Melanie Deziel via Unsplash

The investor protection organization wants its advertising rules to align more closely with federal standards.

1 min read
CIO Upside

Why Your Enterprise Should Be Thinking About Ethical AI

‘There needs to be someone held responsible.’

2 min read

CIO Upside

Threat Actors Are Poisoning the Well of AI Training Data

Photo via Markus Spiske

Hackers are taking more indirect routes to manipulate AI models.

2 min read
CIO Upside

Microsoft Patent Highlights Weaknesses in Code Generators

Photo via U.S. Patent and Trademark Office

AI-powered coding has emerged as one of the best use cases for the powerful foundational models.

1 min read
Artificial Intelligence

Palantir Rides Epic Hot Streak Into Earnings Report

Photo via Taidgh Barron/ZUMAPRESS/Newscom

The AI-powered, data-crunching defense tech company enters its earnings call Monday as the year’s hottest stocks on the S&P 500.

2 min read
Media & Entertainment

Can Summer Box Office Rebound Take Warner Bros. ‘Up, Up and Away’?

Photo by Krists Luhaers via Unsplash

Warner Bros. Discovery entered the year stuck in media conglomerate mud, with its eponymous film studio in especially bad shape.

2 min read

Economics

Dismal Jobs Data Gives Fed a Wake-Up Call on Interest Rates

Photo via Graeme Sloan/Sipa USA/Newscom

The economy added just 73,000 jobs in July, according to the Labor Department, well below the expectations of economists surveyed.

2 min read
ETF Upside

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

Photo by Andrea Natali via Unsplash

Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

2 min read
ETF Upside

SEC Is Now All In On Crypto. What’s Next?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

The agency approved in-kind redemptions for spot Bitcoin and Ethereum ETFs last week, but the move may just the beginning for Atkins’ SEC.

2 min read
ETF Upside

Two Income ETFs Are Goldman’s Fastest Sellers

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Consistent income and returns that mute market highs and lows are what an aging population demands from an ETF, the company says.

1 min read

Artificial Intelligence

May AI Take Your Order, Please?

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

AI is moving into jobs in food services and retail traditionally best left to humans. Can the imperfect tech give customers what they want?

5 min read
Advisor Upside

Can Buffered ETFs Reshape Portfolio Management?

Photo illustration by Connor Lin / The Daily Upside

Defined-outcome funds took in more than $8 billion during the first half of 2025.

5 min read
Energy

Exxon and Chevron, Rivals Turned Frenemies, Face Profit Pressure-Cooker

Photo via Christopher Boswell/Newscom

Rather than jockeying for an advantage in their weakened state, the two longtime rivals are set to work together more and more.

3 min read
Finance

Barnburner Figma IPO Offers Good Omen as Klarna Reconsiders Debut

Photo via Richard B. Levine/Newscom

The company’s shares soared 250% in their New York Stock Exchange debut, yielding a market capitalization of $47 billion.

2 min read
Big Tech

Big Tech Pulls Off a Very Big Earnings Week

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

The reports made one thing clear: Big Tech’s big AI bet is already paying off — which explains why they can’t help but double down.

2 min read
CIO Upside

Demand for Cloud, Data and Cybersecurity Skills Outranks AI

Photo via Getty Images

Employees can leverage AI more effectively when they possess the other skills

2 min read
CIO Upside

Double Whammy: When Insecure Code Meets Burned-Out Cybersecurity Teams

Photo via Getty Images

‘They’re pushing code that they know has vulnerabilities.’

2 min read
CIO Upside

IBM Patent Leverages AI to Fix AI

Photo via U.S. Patent and Trademark Office

Throwing AI at problems might not always be the answer.

1 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

How Financial Planning Can Help Treat the ‘Financial Toxicity’ of Cancer

Photo illustration by Connor Lin / The Daily Upside

5 min read
Why Is the Job Market so Tough for Younger Workers?

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

5 min read
More Adult Children Are Supporting Their Parents. It May Cost Them in Retirement

Photo by Getty Images via Unsplash

2 min read

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