The Daily Upside

Schwab Wants in on Vanguard’s ‘Massive’ Share-Class Edge

Photo by Djkeddie via CC BY-SA 4.0

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Finfluencers in Crosshairs of Latest FINRA Lawsuit

Photo via Finra

The online broker TradeZero allegedly did not properly oversee paid online marketing materials created by social media influencers.

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What Ken Fisher’s Nearly $13B Valuation Means for RIAs

Photo via Connor Lin / The Daily Upside

The eye popping private-equity deal for famed Fisher Investments is a boon for financial advisors.

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Pringles Packaging Maker’s Acquisition Offers Rare Pop Amid Private Equity Buyout Crunch

Photo by Surja Sen Das Raj via Unsplash

KPS Capital Partners sold Eviosys to Sonoco for $3.9 billion after paying $2.7 billion in 2021, a rare buyout windfall in 2024.

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US Households Get More and More Comfortable with the Stock Market

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Almost half of all US households’ financial assets are tied to public stocks, a near-record high, according to recent Federal Reserve data.

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Europe Goes to War with Apple

Photo by European Union, 2024 via CC BY 4.0

The European Commission accused Apple of breaching the anti-steering app store rules included in the relatively new Digital Markets Act.

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The Costs of Healthcare Hacks Are Mounting

Photo by National Cancer Institute via Unsplash

As the frequency of cyberattacks on healthcare systems and hospitals increases, so too do the costs for preventing them.

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Forget Burgers, Chicken, and Coffee. Chipotle is in a League of Its Own.

Photo by Raysonho via CC0 1.0

Chipotle is the only food chain among the top 20 best-performing stocks on the S&P 500 this year. So what’s the secret to its success?

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After Oil, the UAE Wants to be a Renewables Giant

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With oil in decline, Masdar, the United Arab Emirates state-backed renewables company, is on an acquisition shopping spree.

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Does TV News Have a Home in the Streaming Era?

Photo illustration by Connor Lin / The Daily Upside, Photos by Upklyak and Pikisuperstar via Freepik

Big Tech loves movies, TV shows, and live sports. So why has it shown remarkably little appetite for the TV news business?

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Polling Firm YouGov is Having a Surprisingly Bad Year

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You’d think the biggest election year in history would be good news for pollsters. In the case of YouGov, you’d be wrong.

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Amid Wars and Economic Malaise, Latin America Could Be a Place to Grow

Photo by Alex Proimos via CC BY 2.0

While most of the world faced a decrease in foreign direct investment (FDI) last year, Latin America stood as a strong outlier.

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Booking.com Hates That Europe Says It’s Big Tech

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Booking.com is officially a member of Big Tech. At least, according to the European Union’s Digital Markets Act.

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Microsoft Coding AI Patent Highlights Ethics Concerns with Productivity Tools

Photo via U.S. Patent and Trademark Office

A Microsoft patent for a machine learning-based coding tool underscores the potential pitfalls of relying too much on AI for productivity.

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The UK Rental Market is Americanizing

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Institutional investors, including so-called US mega landlords, have increasingly been gaining dominance in the UK’s rental market.

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Tesla Patent Could Fix Phantom Braking as It Continues Autonomous Ambitions

Photo via U.S. Patent and Trademark Office

Tesla wants to make sure its autonomous vehicles don’t fall for light tricks.

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Millionaires are Fleeing the UK in Droves in Favor of Tax Havens like the UAE

(Photo by Christopher Bill on Unsplash)

Across the globe, a record 128,000 millionaires are expected to relocate this year, according to a new report.

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Google Patent Signals Interest in Small Chatbots Amid Language Model Craze

Photo via U.S. Patent and Trademark Office

Google wants to make chatbot development easier with its latest patent.

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The AI Bubble isn’t as Bubbly as It Looks

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Nvidia’s market cap this week surpassed Microsoft’s to become the world’s most-valuable company. But it may be an outlier among AI firms.

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Is Huawei Becoming the Apple of China?

Photo by Kārlis Dambrāns via CC BY 2.0

Huawei may be considering taking a commission on in-app purchases on its native OS — a tactic that’s bore fruit for both Apple and Google.

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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

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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.

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China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

Photo by Solen Feyissa via Unsplash

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