The Daily Upside

TikTok’s Digital Creators Working on US Version of Almost-Banned App

Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

Even after TikTok is kicked off app stores later this year, the current app will keep working for US users until March.

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Walmart Gate-Crashes Amazon’s Annual Sales Bash

Photo via Richard B. Levine/Newscom

History suggests that a little competition will be good for not just Walmart and Amazon, but the retail sector as a whole.

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The Fastest-Growing ETFs for Advisors

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Thematic and high-fee strategies were some of the more popular index funds among RIAs, according to a new report.

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Why Black Americans Save Less and How Advisors Can Help

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Even at higher income levels, Black Americans report having less saved for retirement, per the Employee Benefits Research Institute.

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Investor Advocacy Group Criticizes FINRA’s Remote Inspections

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They ‘undermine FINRA’s foundational mission of investor protection,’ says the Public Investors Advocate Bar Association.

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Chipmakers Emerge as Big Winners in ‘Big Beautiful Bill’

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When it comes to competing on the world’s semiconductor stage, US lawmakers are not content to let the chips fall where they may.

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Where Are the Bond Vigilantes?

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The US debt is about the same as its entire economic output and is projected to grow if Trump’s megabill passes.

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Can Peter Thiel’s Fellowship of Billionaires Replace Silicon Valley Bank?

Peter Thiel. Photo by Gage Skidmore via CC BY-SA 2.0.

Thiel’s bank, named after the mountain where the dragon Smaug hoards his treasure, plans to serve tech startups and crypto companies.

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All Sunshine for First Spot Solana ETF

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The first spot Solana ETF came to market last week through a filing under the Securities Act of 1940, unlike competitors who filed under the 1933 Act.

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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’

Photo via U.S. Patent and Trademark Office

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

Photo via Chris Kleponis-CNP/Picture Alliance/Consolidated News Photos/Newscom

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

Photo via Richard B. Levine/Newscom

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

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Advisor Upside

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

Walmart Patent Signals AI Transformation for Bricks-and-Mortar Retail

Photo via U.S. Patent and Trademark Office

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Why AI Augmentation Tech Is More Than a ‘Cost-Cutting Tool’

Photo via Rawpixel

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Why Access Controls May Be AI’s Biggest Security Vulnerability

Photo via Pavlo Gonchar

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