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Advisor Upside

M&A Just Broke More Records. But What Happens to Clients?

The RIA industry made 102 deals in the second quarter of 2025, according to Echelon Partners.

1 min read
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ETF Upside

Why Invesco Wants QQQ to Become an Open-End Fund

The asset manager has asked the SEC to make QQQ an open-end fund, which would benefit Invesco and its shareholders.

2 min read
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Policy & Power

EUnomics in the Age of Trump: Defense and Crypto Edition

Berlin-based economist Jan Philipp Fritsche explains how the new NATO defense spending pledge and US crypto legislation could impact the EU.

6 min read
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ETF Upside

Bitcoin with Bubblewrap: Calamos Preps Laddered ETFs

The company’s latest spin on protected Bitcoin investing includes Calamos ETFs that diversify their exposure to a range of Bitcoin funds.

2 min read
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Advisor Upside

Playing the Benchmarking Game With Allan Roth

Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.

4 min read
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ETF Upside

Best International Equity ETFs of 2025

With European markets consistently outperforming their US counterparts, investors are eyeing funds tracking foreign companies.

2 min read

CIO Upside

Why ‘Go Big or Go Home’ Doesn’t Work for AI

Jared Coyle, Chief AI Officer at SAP Americas. Photo via SAP Americas.

AI doesn’t need to make radical changes to have real impact, said Jared Coyle, chief AI officer at SAP Americas.

5 min read

Patent Drop

Glimpse into the future of technology.

Photo via U.S. Patent and Trademark Office

Google Patent Highlights AI and Quantum’s Symbiotic Relationship
Photo via U.S. Patent and Trademark Office

The Time and Place for AI Code Generators
Photo via U.S. Patent and Trademark Office

Into the Future: The Patent Drop Highlight Reel
Photo via U.S. Patent and Trademark Office

Amazon Tries to Help Alexa Get Personal

CIO Upside

Okta Patent Disrupts AI-Fueled Phishing Attacks

Photo via U.S. Patent and Trademark Office

Phishing attempts are getting smarter in the age of AI.

1 min read

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Energy

Westinghouse Lays Groundwork to Build 10 New Nuclear Reactors

Westinghouse has changed hands a bit since completing its last nuclear reactors, both at Plant Vogtle in Waynesboro, Georgia.

2 min read
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Blockchain

Ethereum Treasuries Boom as Companies Look Beyond Bitcoin

In the past 30 days, Ethereum treasury companies scooped up more than 545,000 ether worth at least $1.6 billion, CoinTelegraph reported.

2 min read
Photo via Rafael Henrique/ZUMAPRESS/Newscom

Advisor Upside

Vanguard Made a Single Acquisition. Now, It’s Getting Sued

The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

2 min read

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