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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

Overenthusiastic or Just Right? The AI Boom’s Goldilocks Question

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Between 2000 and 2002, after the dot com bubble popped, the Nasdaq lost nearly 80% of its value, wiping out trillions of dollars in wealth.

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

ETF Upside

US Policy Whirlwind Threatens Clean Energy ETF Rebound

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Amid a reversal in tax incentives that had started to buoy clean energy technologies, investors have pulled money from linked ETFs.

2 min read

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ETF Upside

21Shares Tosses ETFs While Prepping for Spot Crypto Frenzy

The company, which sponsors a nearly $5 billion Bitcoin ETF along with ARK, is nixing the three other ETFs in that partnership.

1 min read
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Finance

Halt and Catch Fire: IPO Market Accelerates After Sleepy Summer

Investor appetite for StubHub and Klarna is especially compelling at a time when consumer sentiment starting to slump.

2 min read
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Technology

Pubmatic Seeks Payback For Google’s Ad Tech Monopoly

Pubmatic’s lawsuit comes after a US Judge ruled in April that Google was maintaining an illegal monopoly in the ad tech industry.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo via U.S. Patent and Trademark Office

IBM Patent Could Rein In Power-Hungry Data Centers
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

Big Tech

New iPhone Air Is Ready for its Flex, but Apple Stock’s Already Swole

Photo via Andrej Sokolow/dpa/picture-alliance/Newscom

iPhone sales surged to $44.5 billion in the quarter ending in June, besting analysts’ $40 billion expectations and rising 14% year-over-year.

2 min read

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