The Daily Upside

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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Who Benefits Most from Dual-Share Class ETFs?

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Mutual fund shareholders and retirement savers stand to benefit more than others from dual share class approval.

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Single-Stock ETF Market Swells With Firehose of New Products

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Dozens of single-stock ETFs using leverage have recently been filed with the Securities and Exchange Commission.

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Invesco Hires Crypto Product Leader from JPMorgan

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The firm, which offers six digital assets ETFs, announced a new global product leadership team earlier this year.

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Can Elon Musk’s Pajama Party Brighten Up Tesla’s Tomorrow?

Photo illustration by Connor Lin / The Daily Upside

Elon Musk is again sleeping at Tesla’s offices again, but that may not be enough to restart the top US EV-maker’s engine.

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Follow the Flows: Why Some Legacy Mutual Fund Firms Are Finally Exploring ETFs

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Companies that were longtime holdouts on ETFs are expanding into the category, even as the SEC contemplates approval of dual share classes.

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Gecko’s AI Robots Represent the ‘Boring’ Future of Bots

Jake Loosararian, CEO of Gecko Robotics. Photo by World Economic Forum via CC BY-NC-SA 2.0

More than 70% of the $2.3 billion raised by robotics companies in Q1 2025 was directed towards task-centric tech like Gecko’s.

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Europe Delays Stricter Banking Rules to Keep ‘Level Playing Field’ With US Rivals

Ursula von der Leyen, President of the European Commission. Photo via Abaca Press/Monasse Thierry/ANDBZ/Abaca/Sipa USA/Newscom

The new rules are part of the Basel III reforms that were introduced in 2017 and designed in response to the 2008 financial crisis.

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Just How Much Data Does the Fed Need to Cut Rates?

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Despite new data this week showing inflation has cooled, Powell and the Federal Reserve are still expected to hold off on rate cuts.

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Vanguard Files for ETF Share Class Approval

Photo via Connor Lin / The Daily Upside

The company on Wednesday joined the ranks of fund managers that have filed for exemptive relief to offer ETF share classes of mutual funds.

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Nvidia Safety Patent Signals Physical AI Push

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The goal of Nvidia’s tech is to help give autonomous systems more reliable memory, hazard detection and depth perception.

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Ransomware Groups Use AI to Level Up

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Threat actors are “targeting businesses eager to adopt AI but unaware of the risks,” one expert said.

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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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