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

Can Buffered ETFs Reshape Portfolio Management?

Photo illustration by Connor Lin / The Daily Upside

5 min read
Women Advisors Now Make Up 24% of Workforce. There’s a Long Way to Go

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2 min read
Art Might Be Beautiful, but Where Does it Fit in Portfolios?

Photo by Dannie Jing via Unsplash

1 min read

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

Artificial Intelligence

May AI Take Your Order, Please?

AI is moving into jobs in food services and retail traditionally best left to humans. Can the imperfect tech give customers what they want?

5 min read
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Energy

Exxon and Chevron, Rivals Turned Frenemies, Face Profit Pressure-Cooker

Rather than jockeying for an advantage in their weakened state, the two longtime rivals are set to work together more and more.

3 min read
Photo via Richard B. Levine/Newscom

Finance

Barnburner Figma IPO Offers Good Omen as Klarna Reconsiders Debut

The company’s shares soared 250% in their New York Stock Exchange debut, yielding a market capitalization of $47 billion.

2 min read

Big Tech

Big Tech Pulls Off a Very Big Earnings Week

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

The reports made one thing clear: Big Tech’s big AI bet is already paying off — which explains why they can’t help but double down.

2 min read

Healthcare

UnitedHealth Provides Painful 2025 Prognosis Amid Spiraling Treatment Costs

Photo by WolterK via iStock

Staffing shortages, rising prescription drug use, and costly new therapies have driven inflation in the medical sector.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

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Demand for Cloud, Data and Cybersecurity Skills Outranks AI
Photo via U.S. Patent and Trademark Office

IBM Patent Leverages AI to Fix AI
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Double Whammy: When Insecure Code Meets Burned-Out Cybersecurity Teams
Photo via U.S. Patent and Trademark Office

Google Patent Straightens Out AI Training Data

ETF Upside

Why Goldman Sachs Jumped Back into Lead Market Making

Photo by Brendon Spring via Pexels

Wall Street giant Goldman Sachs has emerged as the lead market maker of the $34 million Capital Group US Large Growth ETF.

1 min read

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