The Daily Upside

Advisor Upside

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

What Happens When Private Markets Get Opened Up to the Masses?

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2 min read
Selling a Firm? Here’s How To Boost Valuations

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2 min read
These Are the Best AI Prospecting Tools for Advisors

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2 min read

Industries

FAA Cuts Flights Amid Government-Shutdown Pressure

Photo via Leonor Trinidad/EFE/Newscom

The FAA said the flight cuts are pre-emptive to prevent safety issues as potentially more air traffic controllers call out.

2 min read

CIO Upside

Microsoft Wants to Strengthen Clinical AI

Photo via U.S. Patent and Trademark Office

Microsoft wants to patent a system that thinks, acts and checks its results while handling patient data and working within hospital systems.

1 min read

ETF Upside

Getting Down and Dirty on Clean Energy’s Performance Tear

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ETFs that focus on clean energy investments in the US and globally have been outperforming the wider market this year, and by no small margin.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Active ETFs Keep Coming. Selling Them Is Another Story
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Why Emerging Markets ETFs Are Shying Away From China
Photo via Kris Tripplaar/Sipa USA/Newscom

What a Tech-Fueled Takeover of Janus Henderson Might Mean
Photo by Mathieu Stern via Unsplash

Latest 351 Exchange Trick? A $150,000 Minimum

CIO Upside

Entering the Agentic Age

Photo via ServiceNow

Amit Zavery, COO of ServiceNow, talks about the company’s investment in agentic AI, roadblocks to agent adoption and why agents need people.

5 min read

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