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

Vanguard, SEI Back $25M Funding Round in Wealth AI Startup Avantos

Photo by Tima Miroshnichenko via Pexels

2 min read
After Selloff, Wall Street Execs Double Down on AI

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2 min read
RIAs Will Need Twice As Many New Staffers to Match Growth, Schwab Says

Photo via Yichuan Cao/Sipa USA/Newscom

2 min read

Artificial Intelligence

Can Alibaba’s Qwen3.5 Help Chinese AI Catch Up?

Photo via Imagine China/Newscom

Alibaba, Baidu and Tencent are racing to win users over to their AI apps during the Lunar New Year, a time of high user acquisition in China.

2 min read

Social Media

Meta Faces the Music in Twin Trials Scrutinizing Social Media’s Effects on Kids

Photo via Will Oliver – Pool via CNP/picture alliance / Consolidated News Photos/Newscom

Mark Zuckerberg is expected to take the stand tomorrow in a case born of concerns that social media use harms teens’ mental health.

2 min read

Advisor Upside

The Risk of Taking on Too Much Risk

No matter the allocation clients choose, being consistent is almost always more important.

4 min read

Photo illustration by Connor Lin / The Daily Upside, Photos via Waymo, Zoox, and Tesla

Electric Vehicles

Who Will Win the Robotaxi Wars?

All of the major players are vying for a major share of a ridehailing market estimated at $43 billion in the US and $150 billion worldwide.

5 min read
Photo via DPST/Newscom

Real Estate

The Commercial Real Estate Market Is Touting a Recovery as the Waldorf Astoria Offers a Test

A Chinese state-run company that owns Manhattan’s Waldorf Astoria is preparing to sell the hotel, The Wall Street Journal reported this week.

1 min read
Photo via Fumiyasu Nakatsuji/Jiji Press/Newscom

Artificial Intelligence

SoftBank’s All In on OpenAI and So Far It’s Paying Off

Boosted by OpenAI returns, SoftBank swung to a $1.6 billion profit last quarter after losing $2.4 billion in the same quarter last year.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Zoshua Colah via Unsplash

Do ETFs Make RIA Firms More Valuable?
Photo by SpaceX via Unsplash

Inside Baron Capital’s SpaceX ETF Party
Photo by Markus Spiske via Unsplash

ETF Conversions from Mutual Funds Hit Record Highs
Photo via Richard B. Levine/Newscom

BlackRock’s ‘Unusual’ Acquisition of CornerCap’s ETF

Energy

Utilities Soar On Surging Power Demand From Data Centers

Photo by Getty Images via Unsplash

The good times may not last as the dynamic between AI firms and utility companies draws bipartisan scrutiny.

2 min read

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