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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
Advisor Upside

Can AI Lead Generation Ignite Organic Growth for Advisors?

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With organic growth rates flatlining, AI promises to both broaden the search for new clients and identify prospects within a firm’s niche.

2 min read
Advisor Upside

Global Family Offices Unfettered by Military Conflicts, Recession Fears

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Allocations today have a striking resemblance to where they stood in 2023, according to new Goldman Sachs data.

2 min read
Advisor Upside

How Advisors Cope When Clients’ Heirs Head for the Exit

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Some look at it as a teachable moment, while others choose not to sweat it.

1 min read

Advisor Upside

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

Vanguard Gets the VOO Proxy Vote Out

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2 min read
Google Wants to Fix a Lot About Video

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2 min read
How Next-Gen Cybersecurity Workers Are Adapting to the Age of AI

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1 min read

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