Wealthtech

Advisor Upside

Tokens Are the Future. But How Soon Will We Get There?

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Outside of some high-net-worth clients’ portfolios, tokenized assets are not yet the norm among advisors.

2 min read

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Advisor Upside

These Are the Best AI Prospecting Tools for Advisors

AI lead generators can search through public databases for potential clients. Which ones live up to the hype?

2 min read
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Advisor Upside

If ChatGPT Were an Employee, It’d Get Fired

As AI assumes more tactical responsibilities, the advisor’s value is shifting.

4 min read
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Advisor Upside

Tokenization Is on the Horizon. How Do We Get There?

The complete blockchain overhaul of financial markets could happen in the next two decades, according to experts.

1 min read

Advisor Upside

AI Bots Passed the CFA Level III Exam. An Estate-Planning Test Was a Different Story

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Performance gaps underscore the critical need for continued human oversight in financial decision-making.

2 min read

Advisor Upside

What iCapital’s $820M Funding Means for Private Markets

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The firm said the funding will go toward acquisitions and tech innovation.

2 min read

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Advisor Upside

Wealthtech Booms as Ethic Lands $64M in Funding

The round was led by State Street Global Advisors and will go toward building out Ethic’s accounts and model portfolios.

1 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Ritholtz Execs Double Down on Fintech Startups

CEO Josh Brown is investing in AI-powered lead generator FINNY, while director of research Michael Batnick is launching Exhibit A, a data visualization platform.

1 min read
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Advisor Upside

Digital Estate Planner Trust & Will Lands $25 Million in Funding

Advisors tend to work with lawyers for their estate planning needs, but digital platforms can help expand those services to more clients.

1 min read

Advisor Upside

Why Advisors Are Ditching Their CRMs

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Market penetration for customer relationship management software has fallen more than 10% in the past two years, according to a new survey.

1 min read

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