The Daily Upside

Advisor Upside

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

Real Assets, like Property and Timber, Pique Interest Amid Volatility: Bank of America

Photo by Ruben Hanssen via Unsplash

1 min read
Integrated Partners Gives Advisors a Hand Amid Rising Fraud

Photo by Jake Walker via Unsplash

2 min read
AUM Fees May Shrink Next Year. Do Advisors Care?

Photo by Getty Images via Unsplash

2 min read

UK Prime Minister Keir Starmer. Photo by Simon Dawson / No 10 Downing Street via CC BY 2.0.

International Economics

UK-US Strike Trade Deal Affirming ‘Special Relationship’

The UK and US announced a “historic” trade deal Thursday that does little to reduce Washington’s overall global trade war.

2 min read
Brian Armstrong, CEO of Coinbase. Photo by TechCrunch via CC BY 2.0.

Cryptocurrency

Crypto on Track for M&A Record With Coinbase’s $2.9B Derebit Takeover

Coinbase is acquiring Derebit for $2.9 billion in the crypto industry’s biggest ever deal as it spars with rival Kraken.

2 min read
Photo by Tupungato via iStock

Industries

Lab-Grown Diamonds? Turns Out They’re Not De Beers’ Best Friend

De Beers, the world’s largest diamond producer, said it plans to shutter its lab-grown jewelry brand LightBox.

2 min read

CIO Upside

Isolating AI Agents May Be ‘Strangling’ Your Enterprise

Bill McDermott, CEO of ServiceNow, via ServiceNow.

“Nobody lives in a silo,” Nvidia CEO Jensen Huang said at ServiceNow’s Knowledge 2025.

2 min read

Industries

Microsoft Holds Out on OpenAI Nonprofit Plan

Photo by TechCrunch via CC BY 2.0

Microsoft hasn’t signed off on OpenAI’s dramatic reversal of its onetime plan to become a for-profit venture.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo by Getty Images via Unsplash

Enterprises Calculate ‘Build or Buy’ Differential in Acquiring AI Talent
Photo via U.S. Patent and Trademark Office

DeepMind Patent Shrinks Model Size Without Compromise
Photo via Vanguard

Don’t Know Where to Start with AI? Stay Flexible.
Photo by Tippapatt via iStock

Are Phishing Attacks Getting Smarter?

Advisor Upside

Advisors Weigh In on FINRA’s Side Hustle Rule Proposal

Photo by Louis Hansel via Unsplash

Wealth managers and firms say FINRA shouldn’t have a say in their part-time jobs and personal investment activity.

2 min read

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