The Daily Upside

2024: The Year a Rising Star of US Banking Had Its Wings Clipped

Photo by Matthew G. Bisanz via CC BY-SA 3.0

TD Bank was fined more than $3 billion by regulators in October in what’s arguably the biggest banking scandal of the year.

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2024: The Year Europe’s Bank Merger Dominoes (Maybe) Started to Fall

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Europe’s bank M&A scene has been noticeably stagnant for a while, but that could all be about to change next year.

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2024: The Year the Rates Were Cut

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

The Fed’s September rate cut turbo-charged the stock market, but can the market keep up its bull run for 2025?

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PE Invasion Weighs on Wealth Management

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The massive private-equity investments are causing concerns about its impact on the wealth management industry.

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Can Private Assets Reshape Index Investing?

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New filings with the Securities and Exchange Commission are requesting permission to launch ETFs that hold both public and private assets.

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Wall Street’s Hush-Hush Cash Sweeps Take Center Stage

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High-profile lawsuits and SEC investigations over cash sweeps have taken the industry by storm.

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Honda and Nissan Officially in Talks to Merge Into World’s Third-Largest Automaker

Photo by Dinkun Chen via CC BY-SA 4.0

Spurred by “the rise of Chinese power,” Japanese automakers Honda and Nissan announced Monday that they are in talks to merge.

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Lego is Carrying the Toy Industry

Photo via LEGO

The secret ingredients to Lego’s success? A clutch of licensing deals and finding ways to sell Lego sets to kids well over the age of 30.

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Meta Looks Back to the Metaverse with Rose-Tinted Ray-Bans

Photo via Ray-Ban

By expanding its partnership with Ray-Ban, Meta is turning its attention back to building futuristic hardware.

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How CIOs Can Prepare for the Not-So-Distant Quantum Security Threat

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‘What’s more concerning is that people are just waiting and doing nothing’

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The Less You Know, the Better: Tech Moves Toward Data Minimization

Photo of IBM patent via the U.S. Patent and Trademark Office

‘At the end of the day, wherever that data is, it has to be protected’

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Amazon, Starbucks Both Hit with Holiday Strikes

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Though small compared to each company’s total workforces, work stoppages have set uncomfortable precedents for management.

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Stock Buybacks are the Ultimate Gift for Companies in Record Year

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This month marks the end of what Goldman Sachs estimates will be a record year for stock buybacks, with a volume of roughly $930 billion.

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CEO Departures Have Reached a Record High with Almost 2,000

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In the first 11 months of the year, 1,991 CEOs have announced their departures, up 16% compared to the same timeframe last year.

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Wall Street’s New Year’s Resolution: Launch More IPOs

Photo illustration by Connor Lin / The Daily Upside, Photo by Marcio Silva via iStock

No matter how you cast your ballot in the presidential election last month, recent history suggests your vote counts for IPOs.

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Posh Soho House Gets Premium Buyout Offer as It Balances Prestige with Scaling Up

Photo by Daniel X. O’Neil via CC BY 2.0

The offer would put an 83% premium on Soho’s Wednesday closing price and comes a year after it had to close off admissions in three cities.

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Smart Ring Maker Oura Doubles Valuation to $5.2 billion

Photo via Oura

One ring to rule them all… at least, Oura hopes so. On Thursday, it announced a new $200 million funding round.

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A Government Shutdown May Be Looming. What Does That Actually Mean?

Photo by Gage Skidmore via CC BY-SA 2.0

Will a shutdown happen? Maybe not. But what if it does? What would a holiday season shutdown actually mean?

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Big Tech Fizzles in Early 2025: Jeremy Siegel

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The famed Wharton School economist points to sky high valuations and a possible sector rotation.

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Fidelity Hires New Head of 1,700-member Family Office Network

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Fidelity has hired an industry veteran to lead one of the world’s largest professional networks of family offices.

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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

Photo via U.S. Patent and Trademark Office

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

Photo via Rawpixel

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Why Access Controls May Be AI’s Biggest Security Vulnerability

Photo via Pavlo Gonchar

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