The Daily Upside

Luxury Brands Sweat Consumer Discounting After Price Hikes

Photo by Mathias Reding via Unsplash

Brands that cater to the uber wealthy saw a dip in sales for the first quarter of 2025, continuing a slowdown that started last year.

Loading…
BlackRock’s ‘Widow Maker’ ETF Is Suddenly in High Demand

Photo by Michael Vi via iStock

The iShares 20+ Year Treasury Bond ETF (TLT) took in $1.3 billion in inflows this past week.

Loading…
Nasdaq Wants to Wrap This $11.5B Altcoin in an ETF

Photo by Hapabapa via iStock

$SUI is backed by investors like Andreessen Horowitz at a valuation of $2 billion.

Loading…
Is the Housing Bubble Finally Losing Pressure?

Photo illustration by Connor Lin / The Daily Upside, Photos by Muhammad Abdullah and Tohamina via iStock

A new report by Redfin showed that US home sellers now outnumber by buyers by nearly half a million, the biggest gap on record since 2013.

Loading…

Bitcoin’s Record Rally Prompts Advisors to Take a Second Look

Photo by Jelena2810 via Pixabay

Crypto is still new territory for plenty of advisors, but ETFs are making it easier for investors to gain exposure.

Loading…
E.l.f. Soars After $1 Billion Pow(d)er Move to buy Hailey Bieber’s Rhode

Photo by Kateryna Luhovskykh via Pexels

At less than three years old and with just ten products, Rhode is a rocket ship with $212 million in net sales last year.

Loading…
Shrinking GDP Shows Tariffs’ Impact as Courts Scrutinize Their Legality

Photo by Diane Picchiottino via Unsplash

Keeping track of the Trump’s on-and-off tariff strategy was hard enough — and now the judicial system is having their turn at the switch.

Loading…
Omada Health Preps to Go Public as IPO Market Revives

Photo via Omada

While virtual care boomed during the pandemic, the sector more recently had an up-and-down couple of years as the world returned to normalcy.

Loading…

Building a Strategy to ‘Coexist’ with AI

Saket Srivastava, CIO of Asana. Photo via Asana.

“How does AI coexist and partner with humans?” says Saket Srivastava, CIO of Asana.

Loading…
Want a Crypto 401(k)? The DOL Isn’t Standing in the Way Anymore

Photo by DS stories via Pexels

The regulator nixed Biden-era guidance that discouraged 401(k) plans from including crypto and other digital assets.

Loading…
Square Sets the Table for Crypto-Fueled Caffeine Fixes

Photo by Patrick Tomasso via Unsplash

Square parent Block said it’ll start supporting bitcoin later this year, reaching all 4 million of its sellers by next year.

Loading…
Struggling Stellantis Picks Insider to Steer Turnaround Effort

Photo by Jetcityimage via iStock

The multinational automaking giant announced Wednesday that its Americas COO Antonio Filosa will soon sit in the driver’s seat.

Loading…

Waiting Game: Why Fed Isn’t Ready to Cut Rates (Yet)

Photo by Federal Reserve Board of Governors via Public Domain Mark 1.0

The Fed was already walking a tightrope over a bottomless pit of stagflation before waves of tariffs came to rattle the line.

Loading…
Why Thrivent Wants to Hire Nearly 600 Advisors this Year

Photo by JHVEPhoto via iStock

The move would increase its advisor workforce by 2%, outpacing the industry average growth rate of 0.3%.

Loading…
ETFs Unfazed by Market Volatility

Photo by Planet Volumes via Unsplash

The vehicles have seen $427 billion in inflows, outpacing the roughly $301 billion from last year, per Morningstar.

Loading…
Salesforce Boosts Bet on Agentic AI With $8B Informatica Takeover

Photo by Hapabapa via iStock

Salesforce’s offer beat out competitors including Cloud Software Group and Thoma Bravo, according to The Wall Street Journal.

Loading…
Trump Administration Claims ‘Golden Share’ Rights in US Steel-Nippon Tieup

Photo by Roy Luck via CC BY 2.0

The so-called “golden share” in US Steel would grant the US federal government a de facto veto over key decisions.

Loading…
Consumer Confidence Rebounds as Tariff Tensions (Temporarily) Ease

Photo by Oleg Ivanov via Unsplash

You can’t bounce back without first getting low. And, in April, consumer confidence according to the Conference Board got real low.

Loading…
Vanguard’s 2 New Muni ETFs Have an Advantage Over Mutual Funds

Photo by Ahmet Kurt via Unsplash

Unlike similar mutual fund products at Vanguard, two passive tax-exempt bond ETFs don’t have a high minimum for fees of 9 basis points.

Loading…
American Century’s Head of ETF Solutions to Depart

Photo via Connor Lin / The Daily Upside

A portfolio manager on at least 11 of the company’s ETFs has been with the firm since it entered the space.

Loading…

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

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

Photo via Rawpixel

Loading…
Why Access Controls May Be AI’s Biggest Security Vulnerability

Photo via Pavlo Gonchar

Loading…