The Daily Upside

Disney Growth Shows Americans Willing to Splurge Despite Gloomy Economic Signals

Photo by Kaleb Tapp via Unsplash

Revenue from theme parks in the US rose 10% to $6.4 billion, with passenger cruises and resort stays registering higher turnout.

Loading…
Apple Adds $100 Billion to American Investment Plans

Photo via Jimmy Jin

For those keeping score at home, that’s in addition to the $500 billion in domestic investments Apple announced earlier this year.

Loading…
Behind GeoWealth’s Latest $38M Funding Round

Photo by Shlok Jethwa via Unsplash

There is growing demand for private market allocations, especially among less wealthy clients who historically haven’t had access to them.

Loading…
Multigenerational Living Is On the Rise. Here’s How Advisors Can Help

Photo by PeopleImages via iStock

As households combining three-plus generations become more common, advisors have an opportunity to address their needs.

Loading…

Are Advisors Looking Abroad for New Business?

Photo by Andrew Stutesman via Unsplash

While the bulk of American advisors’ business is conducted in the US, some are finding opportunities overseas.

Loading…
Pfizer Pops Despite Looming Pharma Tariffs

Photo via Richard B. Levine/Newscom

The tariff threat come just a few days after the White House sent letters to major drugmakers demanding slashed prices for US patients.

Loading…
Trump’s Moonshot Ignites Nuclear Stocks Rally

Photo via NASA/Frank Michaux

Russia and China have already announced plans for a joint-base small modular nuclear react on the moon by the mid-2030s.

Loading…
AMD Joins Chipmakers Struggling to Impress Traders With Upbeat Earnings

Photo by BoliviaInteligente via Unsplash

It’s not just AMD. Investors have generally been hard to please for most chipmakers so far this earnings season.

Loading…

Active ETFs Are Booming in Europe. US Managers Want In

Photo by George Zvanelli via Unsplash

With the continent’s active ETF industry set to balloon to $1 trillion within the decade, stateside managers are joining the fray.

Loading…
Gold ETF Sales Skyrocket Amid Price Surge

Photo by Jingming Pan via Unsplash

Not since the pandemic have US gold ETFs seen such demand, with geopolitical and economic uncertainty driving people to the safe-haven asset.

Loading…
SEC, Congress Want Regulations to Oversee AI Experiments

Photo via Graeme Sloan/Sipa USA/Newscom

Financial services firms could test uses for AI in “regulatory sandboxes,” according to legislation introduced last week.

Loading…
Housing Will Drag the Most on US Growth in H2 2025 Slowdown, Says Goldman

Photo via imageBROKER/Thomas De Wever/Newscom

On the other hand, the market slowdown is — ever so incrementally — taking a toll on house prices, according to Zillow forecasts.

Loading…

Tesla is Paying Up to Keep Elon Musk’s Eyes On the Road

Photo via VCG/Newscom

During the company’s second-quarter earnings report last month, Musk admitted the company may be headed for “a few rough quarters.”

Loading…
Berkshire Shares Tumble as Buffett Has Five Months Left at the Helm to Make a Big Deal

Photo via Lu Beifeng/VCG/Newscom

Berkshire’s stock has slipped more than 13% since Buffett announced in May that he would step down at the end of the year.

Loading…
LPL’s Stock Price Sinks as Commonwealth Deal Closes

Photo via Kris Tripplaar/Sipa USA/Newscom

There have been reports of advisors leaving, as well as a race among competitors for the industry talent that went up for grabs.

Loading…
Why 10% of Advisors Plan to Jump Ship This Year

Photo by Marten Bjork via Unsplash

One in 10 advisors is planning to switch jobs in 2025 — and yes, it’s probably Steve.

Loading…
NASAA Proposes New Marketing Guidelines

Photo by Melanie Deziel via Unsplash

The investor protection organization wants its advertising rules to align more closely with federal standards.

Loading…
Why Your Enterprise Should Be Thinking About Ethical AI

‘There needs to be someone held responsible.’

Loading…
Threat Actors Are Poisoning the Well of AI Training Data

Photo via Markus Spiske

Hackers are taking more indirect routes to manipulate AI models.

Loading…
Microsoft Patent Highlights Weaknesses in Code Generators

Photo via U.S. Patent and Trademark Office

AI-powered coding has emerged as one of the best use cases for the powerful foundational models.

Loading…

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

Loading…
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.

Loading…
China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

Photo by Solen Feyissa via Unsplash

Loading…