The Daily Upside

An ETF for the Buy Now, Pay Later Market

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The buy now, pay later business has a stigma that could hold back a proposed ETF focused on the market, one observer noted.

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The Rise of the Buffer ETF

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Assets under management in defined outcome ETFs are expected to top $650 billion by 2030, according to BlackRock data.

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RFG’s Bluemonte Jumps Into ETFs

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The RIA’s investment manager recently launched a suite of nine products across a range of asset classes.

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Social Security Insolvency Looming Closer Than Expected

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The Social Security trust funds will only be able to pay out 77% of benefits by 2034, a new report from the administration found.

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How the CFP Board Is Leading the Charge on AI

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The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

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How 401(k) Providers Are Filling the Gaps in Financial Advice

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The majority of 401(k) participants are planning for retirement without the help of advisors, according to a new Cerulli report.

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Markets Stay Relatively Calm as Fragile Ceasefire Deal Follows Missile Strikes

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While the headlines screamed conflict, maneuvers by the US on Monday signaled to markets that the prevailing mood was one of compromise.

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Fiserv Connecting Thousands of Banks to Crypto with New Stablecoin Platform

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Financial institutions are racing to get into stablecoins as the Genius Act makes its way toward POTUS Trump’s desk.

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Novo Nordisk Backs Away From Hims & Hers Partnership

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Novo and Hims’ April team-up turned the two firms from competitors into collaborators at just the right moment.

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Increasing Your Enterprise’s ‘Adaptability Quotient’

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Staying flexible and informed can help your enterprise get the most out of AI agents.

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Active Strategies Are Coming for Model Portfolios

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Asset managers said active strategies are among their top choices for new products, per Morningstar.

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Vanguard Changes Leadership on 44 Funds, Including World’s Largest

Photo via Rafael Henrique/SOPA Images/Si/Newscom

Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

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Will AI Give the Free Markets ETF an Edge?

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A new ETF from several firms is banking on opportunities for active management amid a deregulatory White House agenda.

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Amazon’s Driverless Cab Company Zoox Revs Up ‘Toaster Taxis’

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After opening a new factory in California, Amazon is ramping up production of its self-driving cabs ahead of a planned Vegas launch.

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Cybersecurity Giant Palo Alto Networks Caught Between Opportunity and Maturity

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Cybersecurity giant Palo Alto Networks has much to gain from a splintering geopolitics, but growth is slowing at its business matures.

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‘Uncertain’ 2025, M&A Deadlock Freeze $1 Trillion in PE Assets

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PwC figures market uncertainty has kept $1 trillion in assets, which normally would have been returned to investors, locked up with private equity funds

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What’s Going on With Muni Bonds?

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Investors appear to be punishing the muni market, which comprises about 9% of the $47 trillion US bond industry.

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Is US Economic Data Getting Shakier?

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Staffing shortages, shrinking funding and decades of declining survey responses are testing an agency responsible for vital US economic data.

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Berkshire Slips Amid Concern Retiring CEO May Take “Buffett Premium” With Him

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The ‘Warren Buffett premium’ at Berkshire Hathaway is melting faster than a forgotten Dilly Bar in the wake of its CEO’s retirement plans.

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Drones Steal the Paris Air Show

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A record number of drones are on display at the world’s largest aerospace event in Paris this week, marking a major industry milestone.

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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

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

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Why Access Controls May Be AI’s Biggest Security Vulnerability

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