The Daily Upside

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Playing the Benchmarking Game With Allan Roth

Photo illustration by Connor Lin / The Daily Upside

4 min read
Vanguard Made a Single Acquisition. Now, It’s Getting Sued

Photo via Rafael Henrique/ZUMAPRESS/Newscom

2 min read
Defense ETFs Surge Amid Wartime Buildups

Photo by Simon Infanger via Unsplash

1 min read

Policy & Power

EUnomics in the Age of Trump: Defense and Crypto Edition

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

Berlin-based economist Jan Philipp Fritsche explains how the new NATO defense spending pledge and US crypto legislation could impact the EU.

6 min read

ETF Upside

Why Invesco Wants QQQ to Become an Open-End Fund

Photo via May James/ZUMAPRESS/Newscom

The asset manager has asked the SEC to make QQQ an open-end fund, which would benefit Invesco and its shareholders.

2 min read

Energy

Westinghouse Lays Groundwork to Build 10 New Nuclear Reactors

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Westinghouse has changed hands a bit since completing its last nuclear reactors, both at Plant Vogtle in Waynesboro, Georgia.

2 min read

Photo via IMAGO/BODE/IMAGO/Hanno Bode/Newscom

Blockchain

Ethereum Treasuries Boom as Companies Look Beyond Bitcoin

In the past 30 days, Ethereum treasury companies scooped up more than 545,000 ether worth at least $1.6 billion, CoinTelegraph reported.

2 min read
Photo via Yichuan Cao/Sipa USA/Newscom

Advisor Upside

Referrals Are Still King, Even In the Era of AI

Growth across the RIA industry remains robust, but AI helps top performers stand apart from the crowd, according to a new Schwab report.

2 min read
Photo by gorodenkoff via iStock

Blockchain

Crypto Heads Toward Housing Market in Latest Mainstreaming Move

The new rules could let homebuyers keep their crypto and use it to qualify for loans though mainstream banks.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo via U.S. Patent and Trademark Office

Okta Patent Disrupts AI-Fueled Phishing Attacks
Photo by IBM España via Public Domain Mark 1.0

mRNA Research by IBM, Moderna Shows Quantum’s Present-Day Uses
Photo by Josh Hild via Unsplash

States Take the Lead in Regulating American AI Development
Photo via U.S. Patent and Trademark Office

Microsoft Explainability Patent Highlights Need for AI Trustworthiness

Finance

Markets Give a ‘Meh’ To Upbeat Wall Street Earnings

Photo by hapabapa via iStock

The consensus takeaway from the earnings season so far is that the economy is, in spite of everything, doing pretty good.

3 min read

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