The Daily Upside

Advisor 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.

1 min read
Advisor Upside

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.

2 min read
Data

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.

1 min read
CIO Upside

How to Keep Your Workforce from Overusing AI

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

2 min read

CIO Upside

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

Photo by IBM España via Public Domain Mark 1.0

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

2 min read
Media & Entertainment

Fox News Crushing Cable Rivals in Trump 2.0 Era

Photo by Clemens v. Vogelsang via CC BY 2.0

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

2 min read
Technology

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.

2 min read
Regulation

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.

1 min read

Finance

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.

5 min read
Advisor Upside

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.

4 min read
Consumer

Brazil’s ‘Egg King’ Buys Hillandale Farms

Photo by Morgane Perraud via Unsplash

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

2 min read
Technology

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.

1 min read

Autos

General Motors Bears Brunt of New Auto Tariffs

Photo by Carles Rabada via Unsplash

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

2 min read
CIO Upside

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.

1 min read
CIO Upside

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

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“The problem is bounded,” one expert said.

2 min read
CIO Upside

With Cloud Infrastructure, How Much is Too Much?

Photo by President.az via CC BY 4.0

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

2 min read
Banking

Wall Street Scored Record Bonuses Just in Time for a Slump

Photo by Ryan Brooklyn via Unsplash

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

2 min read
Blockchain

Fidelity (and So Many Others) Test Stablecoin Waters

Photo by Sundry Photography via iStock

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

2 min read
Energy

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.

2 min read
Advisor Upside

Are Investors Buying Tesla’s Nosedive?

Photo by Tom Swinnen via Pexels

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

2 min read

Advisor Upside

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

How to Create a ‘Tax Planning Mindset’ Instead of a Checklist

Photo by Behnam Norouzi via Unsplash

2 min read
Inside the Anthropic, OpenAI Deals That Are Reshaping Wall Street

Photo via Vincent Isore/ZUMAPRESS/Newscom

2 min read
Wall Street Fetes D’Amaro Like a Disney Prince as Earnings Beat Buoys Stock Price

Photo via Joe Burbank/TNS/Newscom

1 min read

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