BMO analysts said in a note Monday they were “encouraged” that Genmab’s acquisition “could start to spur broader M&A in the sector.” The post Genmab Strikes $8 Billion Deal for Cancer Treatment Maker Merus appeared first on The Daily Upside.| The Daily Upside
The gaming industry boomed during the pandemic, but its rapid growth didn’t continue once consumers could go outside and touch grass. The post EA’s $55 Billion Buyout Sets New ‘Going Private’ High Score appeared first on The Daily Upside.| The Daily Upside
Fitting for 2025, a government shutdown is all but guaranteed to deliver even more uncertainty into the macroeconomic mix. The post Wall Street Braces for Government Shutdown Chaos appeared first on The Daily Upside.| The Daily Upside
ETF share classes of mutual funds (and vice versa) could be approved in just two weeks, according to an agency notice posted Monday. The post SEC Ready to Let Fund Shops Explore Their Dual Share-Class Natures appeared first on The Daily Upside.| The Daily Upside
Between 2019 and 2025, XYPN firms saw client bases grow an average 25% per year. The post XYPN’s Michael Kitces and Alan Moore on the Independent Advisor Boom appeared first on The Daily Upside.| The Daily Upside
Mid-sized firms are being squeezed by shrinking profit margins and rising technology costs. The post 1 in 5 Wealth, Asset Firms Will Be Acquired by 2029 appeared first on The Daily Upside.| The Daily Upside
One of the year's hottest stocks, Oklo, shed a fifth of its value amid an insider selloff, prompting Goldman Sachs to caution investors. The post Is Nuclear Startup Oklo Losing (Market) Power? appeared first on The Daily Upside.| The Daily Upside
A US regulator last week cleared the path for more retail investors to participate in day trading by dropping barriers put up in 2001. The post Relaxed Rules Poised to Expand Day Trading for Retail Investors appeared first on The Daily Upside.| The Daily Upside
Lame duck Disney CEO Bob Iger will likely have his hands full with pressure from regulators and investors in his remaining days on the job. The post Disney’s Kimmel Problem is Far From Over appeared first on The Daily Upside.| The Daily Upside
The company is reportedly considering adding third-party products to its brokerage,, but Vanguard said it hasn’t made any decisions. The post Is Vanguard Coming Around to Crypto ETFs? appeared first on The Daily Upside.| The Daily Upside
The ETF strategy lets wealthy investors defer, or even avoid, capital gains tax liabilities. The post The 351 Exchange ETF Is Here. More Are on the Way appeared first on The Daily Upside.| The Daily Upside
Man Group is the latest to join the ETF bonanza, and it’s far from alone. The post Why Hedge Funds Are Launching Their Own ETFs appeared first on The Daily Upside.| The Daily Upside
The post What’s Going On With the PGA-LIV Merger? appeared first on The Daily Upside.| The Daily Upside
Tax-law and human behavior are complicated, but there’s a method to mitigating past investment mistakes. The post When to Dump that Expensive Investment Fund appeared first on The Daily Upside.| The Daily Upside
Breeze, which was started by JetBlue’s founder, said it’s the first sizable airline since Virgin America to get the global go-ahead. The post Startup Breeze Airlines Goes International as Budget Carriers Compete on Passenger Perks appeared first on The Daily Upside.| The Daily Upside
Ultimately, the quantum computing stack proved 34% better at predicting the likelihood a trade would be filled. The post HSBC, IBM See Potential for Bond-Trading Bonanza in Quantum Test Results appeared first on The Daily Upside.| The Daily Upside
When all is said and done (or if all is said and done), Oracle, Silver Lake and MGX are expected to control about 50% of the company. The post The TikTok Deal Is Done. Sort of. Like, So Close appeared first on The Daily Upside.| The Daily Upside
The company, whose parent is the personal finance publisher, would add 15 ETFs to its existing line of six. The post Motley Fool Asset Management Plans Big Expansion into ETFs appeared first on The Daily Upside.| The Daily Upside
Advisor Upside with Grayscale at Future Proof| The Daily Upside
The SEC and CFTC recently issued a rare joint statement encouraging applications for new spot crypto products.| The Daily Upside
Like chipmaker Intel and rare earths producer MP Materials, the US sees its investment in Lithium Americas as being in the national interest. The post Uncle Sam Weighs Investment in Canadian Lithium Miner appeared first on The Daily Upside.| The Daily Upside
A $500 billion valuation would put Tether on par with OpenAI and SpaceX — not to mention dwarfing its next closest direct rival, Circle. The post Tether Poised to Join Ranks of World’s Most Valuable Private Companies appeared first on The Daily Upside.| The Daily Upside
The roaring August demand put a serious dent in the glut of new homes on the market, with inventory falling to the lowest level this year. The post Feast or Fluke? US Home Sales Hit Highest in Almost Four Years appeared first on The Daily Upside.| The Daily Upside
A suit followed an announcement that 160 breakaway advisors are launching their own RIA called OpenArc. The post Merrill Sues Dynasty, Schwab Over $129 Billion Breakaway appeared first on The Daily Upside.| The Daily Upside
Many financial institutions are only just ahead of the curve for properly identifying suspicious activity. The post How Advisors Suss Out Money Launderers appeared first on The Daily Upside.| The Daily Upside
Performance gaps underscore the critical need for continued human oversight in financial decision-making. The post AI Bots Passed the CFA Level III Exam. An Estate-Planning Test Was a Different Story appeared first on The Daily Upside.| The Daily Upside
Shares of Plug Power, a hydrogen tech provider, have exploded in the past week, climbing roughly 50% through the past five trading sessions. The post What’s the Meme-ing of Plug Power’s Winning Streak? appeared first on The Daily Upside.| The Daily Upside
In fact, Boeing’s been soaring through somewhat smoother skies ever since the calendar turned over to 2025. The post Boeing Sees Clearing Skies Ahead as Jetliner Sales Soar appeared first on The Daily Upside.| The Daily Upside
In a speech in Rhode Island, Jerome Powell reminded Wall Street and the world that The Fed remains in a “challenging situation." The post Is Powell Snubbing Interest in 2nd Fed Rate Cut? appeared first on The Daily Upside.| The Daily Upside
Big, multinational firms have regional expertise and may be able to swallow the costs, but smaller companies will have a harder time. The post The New $100,000 H-1B Visa Application Will Impact Asset Managers appeared first on The Daily Upside.| The Daily Upside
Investors in YieldMax ETFs may have lost about 11% per year since late 2022, according to a recent Morningstar report. The post Morningstar Analysis Points to ‘Misleading’ Data on YieldMax ETFs appeared first on The Daily Upside.| The Daily Upside
ETF uptake varies significantly across generations. This gap presents a major growth opportunity for the industry. The post ETF Investors Are Overwhelmingly Young. Can Issuers Expand Their Reach? appeared first on The Daily Upside.| The Daily Upside
In the long-running bull market, it’s not hard to make a case against risk-parity funds. But it’s harder to make one against Ray Dalio and his massive hedge-fund firm Bridgewater Associates. The post Is Ray Dalio’s All-Weather ETF Appropriate for a Long Summer? appeared first on The Daily Upside.| The Daily Upside
Ultimately, the new fee will apply to H-1Bs when they are first granted, and not to existing visas or any future renewals. The post Silicon Valley Confusion Over H-1B Visa Spurs Tech Plunge in India appeared first on The Daily Upside.| The Daily Upside
Studies exploring whether there’s a connection between Tylenol’s key ingredient acetaminophen and autism have had mixed results. The post Tylenol-Maker’s Shares Sink amid Autism Scrutiny appeared first on The Daily Upside.| The Daily Upside
Tying its various advertising tech services together has allowed Google to snare roughly 20% of each dollar that moves through its platforms. The post Is Google’s Ad Tech Biz Ripe for the Breaking? appeared first on The Daily Upside.| The Daily Upside
The post Americans Are Abandoning Dreams of Home Ownership, Retirement appeared first on The Daily Upside.| The Daily Upside
The CEO talks growth challenges, the consequences of this year’s volatility and how the Great Wealth Transfer is reshaping the advisor space. The post Why Integrated Partners’ Paul Saganey Wants to ‘Love Chaos’ appeared first on The Daily Upside.| The Daily Upside
In 2009, UBS reportedly threatened to leave the country if it deemed post-fiancial crisis regulations to be heavy-handed. The post Self-Help or Self-Sabotage? Activist’s Proposal for UBS to Leave Switzerland Risks Spiking Costs appeared first on The Daily Upside.| The Daily Upside
Class-action securities settlements in 88 cases totaled about $3.7 billion in 2024, according to data collected by Cornerstone Research. The post Investors Have a Question About SEC’s Policy Shift on Arbitration: Cui Bono? appeared first on The Daily Upside.| The Daily Upside
And yet, last week, Tesla scored a couple key brownie points from Wall Street analysts. So why the optimism? The post Tesla Grapples With Threats on All Fronts appeared first on The Daily Upside.| The Daily Upside
Competing theories have been proposed to explain why billions of dollars have gone into and out of several ARK ETFs in recent weeks. The post What’s Up with the Crazy Flow Volatility at ARK’s ETFs? appeared first on The Daily Upside.| The Daily Upside
The Federal Reserve’s decision may not have been a surprise, but ripple effects are already being felt across the industry. The post Why Rate Cuts Could Benefit an Already Booming ETF Industry appeared first on The Daily Upside.| The Daily Upside
Generic listing standards for crypto exchange-traded products could open the floodgates for ETPs beyond spot Bitcoin and Ethereum.| The Daily Upside
Lachlan Murdoch's moves so far are clearly those of someone who came of age during an era of rapidly advancing digitization. The post What’s Next for the Murdoch Empire? appeared first on The Daily Upside.| The Daily Upside
The opportunities to invest are expanding, but due diligence is key.| The Daily Upside
Meta will likely soon face competition from Amazon, Alphabet, Snap and other tech firms with augmented-reality glasses in development. The post Meta Wins Wall Street Votes of Confidence With Cl-AI-rvoyant Glasses appeared first on The Daily Upside.| The Daily Upside
American Express justifies the hike with more than $3,500 in benefits, including credits that go towards dining, flights, and entertainment. The post Amex Puts a Platinum Price Tag on Signature Luxury Card appeared first on The Daily Upside.| The Daily Upside
Unfortunately for Intel, the deal does not provide a direct lifeline to its floundering chipmaking foundry business. The post Nvidia Gives Intel a $5 Billion Helping Hand appeared first on The Daily Upside.| The Daily Upside
Quantum computers are expected to solve previously unsolvable problems (or ones that would take ages) across industries. The post Quantinuum Trims the Timeline for Quantum Computing appeared first on The Daily Upside.| The Daily Upside
Both companies have been desperate to innovate beyond their current injectable GLP-1 weight-loss drugs for a while now. The post Eli Lilly Upstages Novo Nordisk in Obesity Pill Face-Off appeared first on The Daily Upside.| The Daily Upside
Early career advisors discuss what they need to succeed and how their generation thinks about finances.| The Daily Upside
Reckoner Capital Management, which added its Leveraged AAA CLO ETF in July, has aspirations of building out a global credit business.| The Daily Upside
The emotional weight of financial planning stems from day-to-day decisions and long-term responsibilities.| The Daily Upside
Research shows that 80% of women will leave their advisor following the death of their spouse.| The Daily Upside
CIO Upside sat down with Box’s recently appointed CISO to discuss emerging threats, AI agents in security and her new role.| The Daily Upside
Our daily email brings you smart and engaging news and analysis on the biggest stories in business and finance. For free.| The Daily Upside
Funds holding large financial institutions have significantly outperformed broad market indices this year.| The Daily Upside
Warren Buffett may be on the way out, but his word still has weight; shares of Kraft Heinz fell 7% Tuesday.| The Daily Upside
Authoritative news and analysis on finance, economics, and investing.| The Daily Upside
Though the company has competitors in the space from Samsung and Oura, its walled garden ecosystem could give it an advantage.| The Daily Upside
Toyota is selling the present, while Tesla is selling the future — an arguably really far-flung version of the future.| The Daily Upside
For Samsung, it’s a chance to finally carve out some foundry industry market share from rival chipmaker TSMC.| The Daily Upside
Though there are a lot of ways to protect AI models, monitoring user behavior is a vital piece of the puzzle.| The Daily Upside
AI models are only as good as the data they’re built on.| The Daily Upside
Cutting-edge insights into technology trends impacting CIOs and IT leaders.| The Daily Upside
Cybersecurity has long been Microsoft’s bread and butter.| The Daily Upside
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.| The Daily Upside
The RIA industry made 102 deals in the second quarter of 2025, according to Echelon Partners.| The Daily Upside
Previous bond declines mean clients can now earn an expected return above inflation.| The Daily Upside
Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.| The Daily Upside
Meta will roll out a feature to place teenaged users into a new type of account with beefed-up privacy settings and parental controls.| The Daily Upside
Hindenburg reported that Roblox has been exaggerating its user base, losing money, and putting growth ahead of child safety.| The Daily Upside
The new guardrails may help the platform stay one step ahead of a growing crop of age verification laws cropping up across the country.| The Daily Upside
Growth across the RIA industry remains robust, but AI helps top performers stand apart from the crowd, according to a new Schwab report.| The Daily Upside
Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.| The Daily Upside
A handful of asset managers reported earnings Tuesday.| The Daily Upside
Exclusive news, analysis and commentary across industries from media and entertainment, to healthcare, to autos to energy and more.| The Daily Upside
Strategists from Allianz and Invesco are cautioning investors about market performance in the second half of the year.| The Daily Upside
Meeting energy demand without excess carbon emissions may require doing more with what we have.| The Daily Upside
Because women typically outlive men, approximately $9 trillion of the wealth transfer is projected to fall to them in the coming years.| The Daily Upside
Financial advisor news, market insights, and practice management essentials.| The Daily Upside
It’s a major opportunity for advisors who make an effort to tailor their services to women and spouses, but advisors are playing catch up.| The Daily Upside