The Daily Upside

Advisor Upside

Referrals Are Still King, Even In the Era of AI

Photo via Yichuan Cao/Sipa USA/Newscom

Growth across the RIA industry remains robust, but AI helps top performers stand apart from the crowd, according to a new Schwab report.

2 min read
Blockchain

Crypto Heads Toward Housing Market in Latest Mainstreaming Move

Photo by gorodenkoff via iStock

The new rules could let homebuyers keep their crypto and use it to qualify for loans though mainstream banks.

2 min read
Semiconductors

Nvidia Cashes in on Looser Export Controls

Photo by vzphotos via iStock

Nvidia says the only way for the US to stay ahead of China in the Great AI Race is to keep selling AI-powering chips to China.

2 min read
Finance

Markets Give a ‘Meh’ To Upbeat Wall Street Earnings

Photo by hapabapa via iStock

The consensus takeaway from the earnings season so far is that the economy is, in spite of everything, doing pretty good.

3 min read

ETF Upside

What ‘Crypto Week’ Means for ETFs

Photo by Elijah Mears via Unsplash

The price of Bitcoin hit a record high of $123,000 this week as Congress prepares to vote on landmark crypto legislation.

2 min read
ETF Upside

Here Are the Most Popular Active ETFs of 2025

Photo by JHVEPhoto via iStock

JPMorgan, T. Rowe Price, and Capital Group had some of the top-performing funds of the first half of 2025, according to a recent Morningstar report.

2 min read
ETF Upside

BlackRock Tops $12T in AUM. State Street Profits Tumble

Photo via Erik McGregor/Sipa USA/Newscom

A handful of asset managers reported earnings Tuesday.

2 min read
Blockchain

Bitcoin Tops $120,000 With Congress Poised to Consider Key Crypto Bills

Photo by Getty Images via Unsplash

Nothing to boost an asset class like the most powerful legislative body in the world holding a week in your honor.

2 min read

Big Tech

Meta Investors Want Zuckerberg to Reimburse the Company

Photo via Tom Williams/CQ Roll Call/Newscom

In a trial that kicks off this week, a group of Meta investors are suing Zuck for concerns surrounding the Cambridge Analytica scandal.

2 min read
Banking

Inflation Data and Bank Earnings Kick Off a Crucial Test for Markets

Photo by Aditya Vyas via Unsplash

The big US banks bested Q1 earnings expectations, and many observers expect big boosts to their Q2 trading desk revenues.

2 min read
Advisor Upside

States With the Highest AUM Potential Per Advisor

Photo by JSB Co. via Unsplash

Recent industry research based on household net worth data shows certain states have higher AUM potential than others.

2 min read
Advisor Upside

What iCapital’s $820M Funding Means for Private Markets

Photo via imageBROKER/Timon Schneider/Newscom

The firm said the funding will go toward acquisitions and tech innovation.

2 min read

Advisor Upside

BFFs? A Third of Gen Z Intends to Leave Inheritance to Friends

Photo by JHVEPhoto via iStock

Nearly a third of US adults plan to leave a financial gift, but only a fifth expect to receive one, per Northwestern Mutual.

2 min read
CIO Upside

Why Open Source AI May Be a ‘Marginal Player’

Photo by Solen Feyissa via Unsplash

It may be better to think small when considering open source.

2 min read
CIO Upside

Why Security and AI Need to Grow Hand in Hand

Photo by Getty Images via Unsplash

Zero trust might be the best place to start.

2 min read
CIO Upside

Microsoft Explainability Patent Highlights Need for AI Trustworthiness

Photo via U.S. Patent and Trademark Office

These technologies still have some trustworthiness issues.

1 min read
Healthcare

WeightWatchers Returns With a Plan for the New GLP-1 World

Photo by Sundry Photography via iStock

Weight Watchers went bankrupt in May, but now it promises it’s trimmed the fat off its books and is ready to rejoin the Nasdaq.

2 min read
Artificial Intelligence

CoreWeave, Once the Year’s Hottest AI Stock, Takes Extended Tumble

Photo via Jimin Kim/ZUMAPRESS/Newscom

CoreWeave was the hottest stock on the block after its March IPO, but investors are now concerned its explosive valuation went a little far.

2 min read
Technology

Zuckerberg Shells Out Lavishly for Superintelligence Super Team

Photo via Michael Brochstein/ZUMAPRESS/Newscom

Meta’s Mark Zuckerberg continued his run of poaching AI talent from competitors with salaries that would make Lebron James blush.

2 min read
ETF Upside

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

Photo via Budrul Chukrut/ZUMAPRESS/Newscom

The firm has launched nine total fixed-income ETFs this year.

2 min read

Advisor Upside

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

Hello Test Saving Issue’s

2 min read
In High-Distribution ETFs, Not All That Glitters Is Gold

8 min read
01_Alison Considine [DailyUpside]

1 min read

Sign Up for The Daily Upside to Unlock This Article

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