The Daily Upside

How Advisors Can Avoid Becoming Over-Reliant on AI

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Even for grunt work tasks, unchecked AI use can wind up hurting relationships.

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What Advisors Can Learn from the NBA Finals

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While talent is crucial, success hinges on a leader’s ability to unite individuals behind a common goal.

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Musk’s xAI Holds Talks for Another Massive Fundraising Round

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To catch up in the AI race, Elon Musk’s xAI is going to have to burn some proverbial rubber — and lots and lots of literal cash.

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Proposed Crackdown on Pharma Ads Leaves Cable TV Fearing $10B Withdrawal

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The US and New Zealand are the only two countries that allow pharmaceutical companies to directly advertise to patients on TV.

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Oil Prices Spike as Israel-Iran Conflict Threatens Production, Shipping

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With no immediate end in sight, analysts are weighing multiple possibilities that could affect prices down the line.

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BlackRock Dumps 14 Funds, Many Being Sustainable Products

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The asset manager disclosed that it will close and liquidate the mutual funds and ETFs, including the BlackRock Impact Mortgage Fund.

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What the Israel-Iran Conflict Means for Sector ETFs

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ETFs with exposure to shipping and defense have largely held strong despite a series of Israeli missile strikes against Iran.

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Fidelity, Franklin Prep Solana ETFs with Staking

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The SEC has warmed up to crypto ETFs and staking, but whether it will approve both in the same package is a question.

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AmEx Platinum, Chase Sapphire Reserve Battle for Points in Upgrade Grudge Match

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The two cards both have steep annual fees that put them in direct competition for a spot in consumers’ wallets.

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At Paris Air Show, eVTOL Industry Preps for Takeoff

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For key US eVTOL players Joby Aviation and Archer Aviation, the Paris Air Show comes at a critical moment.

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US Flexes Golden Share in Nippon Merger With US Steel

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The deal is the Trump administration’s attempt to stake out a new path for balancing national security and the influx of foreign capital.

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What the SEC’s Scrapping of Biden-Era Proposals Means for Advisors

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

The agency unveiled a series of senior-level appointments while also nixing 14 rules proposed during Gary Gensler’s time in charge.

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Wells Fargo’s Hot on Energy, Financials. Not so Much on Consumers

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The bank outlined where it intends to allocate investments over the next year and a half during a midyear outlook event.

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Millennial Women Are Investing More Money Earlier, Says Schwab

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Schwab’s Women Investors Survey showed Millennials invested the most — and were the most likely to enjoy it.

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Oracle Patent Keeps Large Language Models From Spilling Secrets

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Oracle’s patent highlights a key issue that AI developers are still reckoning with: Data privacy.

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Struggling to Navigate Thorny AI Contracts? Question Everything

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Why getting in the weeds on wording and definitions could save your enterprise in the long run.

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Hallucinations Create Complications When AI Goes to Court

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CIOs need to talk to their legal teams about AI “clarity, boundaries, and accountability,” one expert said.

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BlackRock’s Virtual Investment Analyst ‘Asimov’ Ushers in AI Era on Wall Street

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BlackRock rolled out an AI research platform called Asimov, escalating the intelligence and analysis arms race on Wall Street.

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Can Blue Origin Fill NASA’s SpaceX Void?

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NASA is looking to decrease its dependency on key contractor SpaceX, but Jeff Bezos’s Blue Origin is going nowhere at exactly the wrong time.

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Act of GENIUS or Blockheaded Bill? Congress Considers Stablecoins

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The Senate is set to vote this week on a bill that would introduce the first-ever regulatory framework for stablecoins.

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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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