The Daily Upside

Advisor Upside

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

Can AI Lead Generation Ignite Organic Growth for Advisors?

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2 min read
Global Family Offices Unfettered by Military Conflicts, Recession Fears

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2 min read
How Advisors Cope When Clients’ Heirs Head for the Exit

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1 min read

Artificial Intelligence

Oracle’s AI-Powered Sales Growth Threatens Elon Musk’s Reign as World’s Richest Man

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Oracle said its remaining performance obligations is now sitting at $455 billion. That’s up 359% from where it stood just a year ago.

2 min read

CIO Upside

Salesforce Layoffs Add Fuel to AI Job-Automation Fire

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With many workers in a state of uncertainty, ‘ignoring those fears risks disengagement and turnover,’ one expert said.

1 min read

Advisor Upside

How to Win the Coveted Ultra-High-Net-Worth Client

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RIAs need to cultivate a higher level of trust and personalization to attract the wealthiest clients.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo via Galina Nelyubova

In Quantum Computing Investment, ‘The Race is On’
Who’s Who? Identity Questions Undermine Model Context Protocol
Photo via Chris Ried

Legacy Code Might Be Holding Your Enterprise Back
Photo via U.S. Patent and Trademark Office

Microsoft Targets AI’s Bias Problem in Recent Patent

Big Tech

Alibaba Executes a Big Tech Pivot

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Chinese e-commerce giant Alibaba, having successfully diversified into cloud computing, is now making a push into artificial intelligence.

2 min read

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ETF Upside

New Spot Crypto Products? Regulators Say Bring It On

The SEC and CFTC recently issued a rare joint statement encouraging applications for new spot crypto products.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Sabelskaya via iStock

International Economics

‘Not Optimistic’: Washington Hits Tariff Impasse with Switzerland

Small, mountainous Switzerland — a country that ranks 61st in the world by total area — is one of the world’s biggest investors in the US.

5 min read
Photo by Mollie Sivaram via Unsplash

ETF Upside

Media Companies Are Cracking the Streaming Code. Should Investors Care?

Disney is the comeback kid of Wall Street, and other streaming giants are following suit.

2 min read

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