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ETF Upside

New ETF Shop Snags Former Janus Henderson Exec

Reckoner Capital Management, which added its Leveraged AAA CLO ETF in July, has aspirations of building out a global credit business.

1 min read
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Markets

Trump Says Wall Street Should Ditch Quarterly Earnings: What Would That Mean?

President Trump wants to end mandated quarterly financial reports for publicly traded companies. Odds are his dream comes true.

2 min read
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Advisor Upside

What to Ask During Client Discovery Meetings

Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered.

2 min read
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Industrials

Caught Between Painful Present and Optimistic Outlook: Copper’s Tariff Price Odyssey

Demand for copper, already one of the most commonly used metals in the world, has surged amid the AI computing boom.

2 min read
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Advisor Upside

What It Means to Serve Women Clients

Research shows that 80% of women will leave their advisor following the death of their spouse.

2 min read
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Consumer

Big Tobacco Isn’t Up in Smoke Just Yet

So far this year, a basket of six global tobacco stocks have produced an average total return of 43%, according to The Wall Street Journal.

2 min read

CIO Upside

Salesforce Patent Could Recycle AI Model Outputs

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Reusing old responses could help save the model energy.

1 min read

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Finance

Can a Fed Rate Cut Boost the Magnificent Seven to New Heights?

In a note last week, JPMorgan’s Andrew Tyler wrote that macro conditions could turn a widely-expected rate cut into a “sell the news” event.

2 min read
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ETF Upside

How ETF Issuers Are Attracting ‘Kid-in-a-Candy-Store Money’

As new ETFs launch at breakneck speed, expensive products are raking in revenue.

2 min read
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Economics

Is Work-From-Home Still the New Normal For Corporate America?

The return-to-office orders have taken on new weight amid a softening labor market and broader economic anxiety.

6 min read

Patent Drop

Glimpse into the future of technology.

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Google Patent Highlights AI and Quantum’s Symbiotic Relationship
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The Time and Place for AI Code Generators
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Into the Future: The Patent Drop Highlight Reel
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Amazon Tries to Help Alexa Get Personal

CIO Upside

How OpenAI’s Partnership With Oracle Could Alter the AI Landscape

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Even for major AI firms, ‘you can’t do it alone.’

2 min read

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ETF Upside

Research Affiliates Has a New Feather in Its Cap-Weighted Line

The firm’s founder claims a new ETF using fundamentals beyond market-cap weighting to determine holdings is the next big thing.

2 min read
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Advisor Upside

Advisors Rethink Cash Ahead of Rate Cuts

Advisors are taking a variety of approaches in fixed income, stocks and alternatives.

4 min read
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ETF Upside

Big Bank ETFs Are Big Winners in 2025

Funds holding large financial institutions have significantly outperformed broad market indices this year.

2 min read

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