The Daily Upside

Advisor Upside

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

SEC Enforcement Claims Tumble Almost 50% This Year

Photo via Bonnie Cash – Pool via CNP/CNP / Polaris/Newscom

1 min read
Music Festivals, UFC Fights. How Advisors Are Appealing to Next-Gen Clients

Photo by Aleksandr Popov via Unsplash

2 min read
Index Investors May Be Losing Millions of Dollars Each Year. Here’s Why

Photo by Andrzej Rostek via iStock

4 min read

Big Tech

Apple Hits the Jackpot as Google Ducks Antitrust KO

Photo by Philipp Pistis via Unsplash

For a year now, Apple shareholders have feared the company would lose out on easy revenue from making Google its default search engine.

2 min read

Blockchain

Winklevoss Twins Seek $2.2 Billion Valuation for Gemini IPO

Photo via GDA Photo Service/Newscom

The pair invested early in bitcoin, becoming some of the world’s first bitcoin billionaires and launching Gemini in 2014.

2 min read

Advisor Upside

High-Net-Worth Clients Want All the Help They Can Get

Photo by Getty Images via Unsplash

Cerulli expects firms that provide the most client services will be the strongest performers.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo via U.S. Patent and Trademark Office

Oracle Patent May Help Cloud Platforms Work Together
Photo via Getty Images

What Enterprises Need to Know About Silicon Valley’s Pro-AI Super PACs
Photo via Jimin Kim/ZUMAPRESS

How Salesforce Uses Agents to Follow Up on Thousands of Leads
Photo via U.S. Patent and Trademark Office

IBM Patent May Help Clean Data Pipelines

Advisor Upside

Sports Stars Turned Advisors Help Guide Next-Gen Athletes

Photo illustration by Connor Lin / The Daily Upside, Photos by AlbertoChagas and Amixstudio via iStock

Seeing first-hand the troubles even the most well-paid athletes can endure, many former pros feel a responsibility to advise today’s rookies.

4 min read

Sign Up for The Daily Upside to Unlock This Article

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