The Daily Upside

Dimensional Hits $200B in ETF Assets

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The firm has increasingly brought its nontraditional style of active management to Dimensional ETFs, which has ramped up sales.

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Innovator Launches 2 Dual Directional ETFs

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Innovator’s new ETF takes its structure from the world of annuities, but its utility to investors remains an open question.

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Amping Up: Harnessing Innovation and Efficiency to Modernize the US Power Grid

Photo illustration by Connor Lin / The Daily Upside

The current surge in energy demand is virtually unprecedented since the mass effort to electrify America immediately following World War II.

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What Will It Take to Get More Advisors Volunteering?

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Pro bono work is often a priority for financial advisors, but less than a fifth of CFPs actually volunteer.

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DeepMind Patent Gives AI Robots ‘Inner Speech’

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With AI-powered robotics and agents, more context is always better.

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How the ‘Bot Epidemic’ Threatens Enterprise Security

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Non-human identities often slip past security guardrails by mimicking human users.

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Big Tech Is Still Grappling With AI’s Energy Problem

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Meeting energy demand without excess carbon emissions may require doing more with what we have.

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Trump’s ‘Big, Beautiful Bill’ Is a ‘Mixed Bag’ for Advisors

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Some worry about adding to the already ballooning national debt, while others applaud extending the Tax Cuts and Jobs Act.

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Advisors Start Cramming to Meet Growing Private Market Demand

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Apollo Global Management CEO Marc Rowan believes that allocations to private markets will make up a third of client portfolios in the future.

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Advisor Teams Are Getting Bigger. Here’s Why

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Teams of 10 or more advisors are becoming the norm, according to new data from AdvizorPro.

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Constellation Brands Serves Up Lukewarm Beer Sales

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Constellation, which specializes in Mexican brews, has been coping with canned-beer tariffs that started in April.

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Microsoft Cuts Another 9,000 Employees

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AI and hiring binges during the pandemic have been cited as the driving force behind the pace of layoffs in the tech sector.

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OPEC+ Wants to Pump Its Way Back to the Top

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After roughly two straight years of production cuts to prop up falling prices, the oil cartel’s newest problem is a shrinking market share.

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Fixed Income ETF Assets Hit Record $2T

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Sales of fixed income ETFs have been accelerating, and more companies are focusing on active management in new products.

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Are Gambling ETFs Worth the Bet?

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Sports betting and gambling have taken off in recent years, but their ETFs’ success remains relatively market-dependent.

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Crypto ETFs Are Diversifying. Can Demand Keep Up?

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Numerous products have been awaiting approval by the SEC, and more, such as an index-based crypto ETF, are in development.

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Home Depot Acquires Building Products Distributor GMS

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Home Depot’s push into the pro market began in earnest last year, when the company dropped $18.5 billion to buy SRS Distribution.

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Ford, GM Notch Sales Surge as Detroit Braces for Slump

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Ford said that its second quarter sales rocketed 14% in the second quarter from a year earlier to 612,095 vehicles.

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Powell Blames Rate-Cut Delays on Tariffs

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The S&P 500’s recent record high marked an encouraging sign that markets are no longer all that concerned with worst-case trade war scenarios.

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Advisors Scrutinize Bill to Ease Rules for Accredited Investors

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The proposal is designed to give a larger swath of investors access to private offerings.

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Advisor Upside

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

Trump Media Delays Registration for Bitcoin ETF

Photo via Hu Yousong / Xinhua News Agency/Newscom

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Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

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China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

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