The Daily Upside

Treasury Delays Anti-Money-Laundering Rule to 2028

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Finalized last summer, the proposal intends to address issues like terrorist financing and foreign corruption in America’s advisory industry.

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When it Comes to Succession Planning, Start Early

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Succession can be an intensive and emotional process

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Goldman Sachs, BNY Bring $7 Trillion Money Market to Blockchain

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The announcement comes just days after President Trump signed a law that introduces US-regulated stablecoins.

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Amazon, Meta Wear AI-mbitions on Their Wrists

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Both Amazon and Meta have already flirted with the smartwatch space, only to ultimately abandon their initial ambitions.

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Tariffs ‘The World Can Live With’: US-Japan Trade Pact Pushes Markets to Record Highs

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While 15% tariffs would be nothing to toast in normal times, it seems pretty good after Trump first threatened Japan with a 24% tariff rate.

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Gates-Backed ‘Green Steel’ Startup Clears Key Milestone

Newscom TagID: ibpremiumfour154990.jpg/Photo via Newscom

Heavy industrials remain one of the most significant drivers of greenhouse gas emissions, and also one of the toughest to eliminate.

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Fine Print: ETFs Born in Banner Year May Lack Staying Power

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Issuers are pumping out funds to meet investor demand, but there’s a growing risk that many of the new ETFs will have short shelf lives.

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Crowded by EV Rivals, Tesla Preps For Critical Earnings Report

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For what feels like the third or fourth time in a row, Tesla is gearing up for what may be the most important earnings call in its history.

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Gimme an S&P 500 ETF, Hold the Dividends

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An ETF from Roundhill Investments trades out of S&P 500 ETFs before dividends are paid, thus avoiding the tax implications.

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Why the SEC Delayed In-Kind Redemptions for Crypto ETFs

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It may be only a matter of time before the Securities and Exchange Commission lets crypto ETFs redeem their digital assets in kind.

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ETF Wave Hasn’t Crested Yet, Tidal Co-Founder Says

Michael Venuto, cofounder of Tidal Financial Group. Photo via Tidal Financial Group.

The business Michael Venuto started over a decade ago has become one of the go-to places for small firms looking to launch ETFs.

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MicroStrategy Bolsters Its Bitcoin War Chest

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The timing of Strategy’s latest Bitcoin gains was hardly a surprise: last week also marked “Crypto Week” on Capitol Hill.

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Block Stock Pops in S&P 500 Debut

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Block’s membership in the index comes as it transitions into an all-in-one finance platform that offers debit cards and loans to clients.

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Microsoft Stock Unfazed by Hack Threatening Thousands of Customers

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The vulnerability exploited by the attack only affects on-premise Sharepoint servers, meaning clients using the cloud version are unaffected.

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Apollo, Ares to Open Professional Sports Investments to Retail Clients

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The funds could open the world of sports investing to a brand new segment of customers.

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Bonsai With Clients? Here Are Advisors’ Favorite Pastimes

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Golfing and camping topped the list, according to a recent AdvizorPro survey.

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M&A Just Broke More Records. But What Happens to Clients?

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The RIA industry made 102 deals in the second quarter of 2025, according to Echelon Partners.

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Why ‘Go Big or Go Home’ Doesn’t Work for AI

Jared Coyle, Chief AI Officer at SAP Americas. Photo via SAP Americas.

AI doesn’t need to make radical changes to have real impact, said Jared Coyle, chief AI officer at SAP Americas.

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ChatGPT Crushing All Rivals in Chatbot Race

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OpenAI’s ChatGPT is lapping rival tech offerings in user adoption, downloaded over 900 million times on devices.

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National Housing Crisis Masks Severe Rental Shortages

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Prospective homebuyers and sellers are in a holding pattern, as persistently high mortgage rates and prices keep them from making moves.

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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’

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Why Access Controls May Be AI’s Biggest Security Vulnerability

Photo via Pavlo Gonchar

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