The Daily Upside

Advisor Upside

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

Merrill Sues Dynasty, Schwab Over $129 Billion Breakaway

Photo by JHVEPhoto via iStock

2 min read
How Advisors Suss Out Money Launderers

Photo by Sasun Bughdaryan via Unsplash

2 min read
AI Bots Passed the CFA Level III Exam. An Estate-Planning Test Was a Different Story

Photo by Nguyen Dang Hoang Nhu via Unsplash

2 min read

Real Estate

Feast or Fluke? US Home Sales Hit Highest in Almost Four Years

Photo by Aiden Frazier via Unsplash

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.

2 min read

Energy

What’s the Meme-ing of Plug Power’s Winning Streak?

Photo via Plug Power

Shares of Plug Power, a hydrogen tech provider, have exploded in the past week, climbing roughly 50% through the past five trading sessions.

1 min read

Healthcare

Tylenol-Maker’s Shares Sink amid Autism Scrutiny

Photo via imageBROKER/Marvin Samuel TOLENT/Newscom

Studies exploring whether there’s a connection between Tylenol’s key ingredient acetaminophen and autism have had mixed results.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Heather Ceylan, CISO of Box. Photo via Box.

In Security, ‘There’s Two Sides to AI,’ Box CISO Says
Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

How OpenAI’s Partnership With Oracle Could Alter the AI Landscape
Photo via U.S. Patent and Trademark Office

Salesforce Patent Could Recycle AI Model Outputs
Photo via U.S. Patent and Trademark Office

IBM Patent Could Rein In Power-Hungry Data Centers

Advisor Upside

Why Integrated Partners’ Paul Saganey Wants to ‘Love Chaos’

Paul Saganey

The CEO talks growth challenges, the consequences of this year’s volatility and how the Great Wealth Transfer is reshaping the advisor space.

3 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.