The Daily Upside

Advisor Upside

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

Fidelity Joins BlackRock, Vanguard in Offering Annuities in 401(k) Plans

Photo by Hapabapa via iStock

2 min read
Retiring Advisors Push M&A Deals to $2.5T

Photo by Getty Images via Unsplash

2 min read
Secondary Market for Life Insurance Merits Second Look From Advisors

Photo by Curated Lifestyle via Unsplash

2 min read

Media & Entertainment

Advertising Confronts AI-xistential Crisis

Martin Sorrell, founder of S4 Capital. Photo via Rita Franca/ZUMAPRESS/Newscom.

Advertising companies are scrambling to make changes as their businesses get hammered by advances in artificial intelligence.

2 min read

Consumer

Have Fuel, Will Travel: Airline, Cruise Stocks Gain Momentum with Iran Deal

Photo via IMAGO/Bernd Feil/M.i.S./IMAGO/MiS/Newscom

Earlier this month, the International Air Transport Association warned that global airline profits could dip by half this year.

2 min read

Advisor Upside

Diversification Is Better than a Free

Photo illustration by Connor Lin / The Daily Upside, Photos by Tohamina/Freepik, Rodworks/iStock, and Banphote Kamolsanei/iStock

Owning a broad basket of investments may be the only way to reduce a portfolio’s risk, without simultaneously reducing its expected returns.

3 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by AdMedia/SIPA and IMAGO/Zoonar/Marco Brivio via Newscom

Economics

Can Kevin Warsh Tame the Fed’s $6.7 Trillion Balance Sheet?

4 min read
Photo by Getty Images via Unsplash

Retirement Upside

The Social Security Trustees Report Looks Gloomy. Don’t Let Clients Panic

There’s plenty to be concerned about in the 2026 report, but advocates believe reforms are coming.

2 min read
Photo via Ruaridh Stewart/ZUMAPRESS/Newscom

Energy

The White House, Again, Says the Iran War Will Soon End as the US Stakes a Bigger Claim in Global Energy Exports

Experts, officials, and executives have warned that, even if the US and Iran patch things up, oil markets will take until 2027 to normalize.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo via Fumiyasu Nakatsuji/Jiji Press/Newscom

Big Tech’s AGI Dreams Overshadowed by Smaller, In-Demand AI Advances
Photo via SweetBunFactory

How AI-Powered Robotics Face Obstacles in Real-World Scenarios
Photo via U.S. Patent and Trademark Office

Wells Fargo Patent Highlights Fatal Flaw in Deepfake Detection Models
Photo via U.S. Patent and Trademark Office

Oracle Patent May Cut Latency in Edge Computing

Retirement Upside

When Mom and Dad Retire, and Kids Still Need Financial Help

Photo by Getty Images via Unsplash

Advisors must balance helping parents protect assets without making them feel they’re abandoning their children.

2 min read

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Sharp news & analysis on finance, economics, and investing.