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

What Will It Take to Get More Advisors Volunteering?

Photo by Tinnakorn Jorruang via iStock

3 min read
Trump’s ‘Big, Beautiful Bill’ Is a ‘Mixed Bag’ for Advisors

Photo via Chris Kleponis-CNP/Picture Alliance/Consolidated News Photos/Newscom

2 min read
Advisors Start Cramming to Meet Growing Private Market Demand

Photo by Kaboompics.com via Pexels

2 min read

Photo illustration by Connor Lin / The Daily Upside

Energy

Amping Up: Harnessing Innovation and Efficiency to Modernize the US Power Grid

The current surge in energy demand is virtually unprecedented since the mass effort to electrify America immediately following World War II.

5 min read
Photo by Getty Images via Unsplash

Advisor Upside

Advisor Teams Are Getting Bigger. Here’s Why

Teams of 10 or more advisors are becoming the norm, according to new data from AdvizorPro.

2 min read
Photo via Richard B. Levine/Newscom

Consumer

Constellation Brands Serves Up Lukewarm Beer Sales

Constellation, which specializes in Mexican brews, has been coping with canned-beer tariffs that started in April.

2 min read

CIO Upside

Big Tech Is Still Grappling With AI’s Energy Problem

Photo by Aldward Castillo via Unsplash

Meeting energy demand without excess carbon emissions may require doing more with what we have.

2 min read

Advisor Upside

Advisors Scrutinize Bill to Ease Rules for Accredited Investors

Photo by Chad Stembridge via Unsplash

The proposal is designed to give a larger swath of investors access to private offerings.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo by Getty Images via Unsplash

How the ‘Bot Epidemic’ Threatens Enterprise Security
Photo via U.S. Patent and Trademark Office

DeepMind Patent Gives AI Robots ‘Inner Speech’
Photo via VCG/Newscom

Reducing Data Security Risks from Model Context Protocol
Photo via Kognitos

Kognitos Works to Remove the AI ‘Language Barrier’

Electric Vehicles

EV Dealerships Urge Slow-Walking Tax Credit Cutoff Amid ‘Big, Beautiful Bill’ Debate

Photo by Michael Fousert via Unsplash

Experts have already warned that rollbacks to electric vehicle tax incentives will slow sales growth big time.

2 min read

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