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Advisor Upside

How Advisors Can Avoid Becoming Over-Reliant on AI

Even for grunt work tasks, unchecked AI use can wind up hurting relationships.

1 min read
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ETF Upside

BlackRock Dumps 14 Funds, Many Being Sustainable Products

The asset manager disclosed that it will close and liquidate the mutual funds and ETFs, including the BlackRock Impact Mortgage Fund.

2 min read
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Advisor Upside

What Advisors Can Learn from the NBA Finals

While talent is crucial, success hinges on a leader’s ability to unite individuals behind a common goal.

3 min read
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ETF Upside

What the Israel-Iran Conflict Means for Sector ETFs

ETFs with exposure to shipping and defense have largely held strong despite a series of Israeli missile strikes against Iran.

2 min read
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Personal Finance

AmEx Platinum, Chase Sapphire Reserve Battle for Points in Upgrade Grudge Match

The two cards both have steep annual fees that put them in direct competition for a spot in consumers’ wallets.

1 min read
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ETF Upside

Fidelity, Franklin Prep Solana ETFs with Staking

The SEC has warmed up to crypto ETFs and staking, but whether it will approve both in the same package is a question.

1 min read

International Economics

US Flexes Golden Share in Nippon Merger With US Steel

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The deal is the Trump administration’s attempt to stake out a new path for balancing national security and the influx of foreign capital.

2 min read

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

Advisor Upside

What the SEC’s Scrapping of Biden-Era Proposals Means for Advisors

The agency unveiled a series of senior-level appointments while also nixing 14 rules proposed during Gary Gensler’s time in charge.

1 min read
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Finance

BlackRock’s Virtual Investment Analyst ‘Asimov’ Ushers in AI Era on Wall Street

BlackRock rolled out an AI research platform called Asimov, escalating the intelligence and analysis arms race on Wall Street.

1 min read
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Advisor Upside

Wells Fargo’s Hot on Energy, Financials. Not so Much on Consumers

The bank outlined where it intends to allocate investments over the next year and a half during a midyear outlook event.

2 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
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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

Hallucinations Create Complications When AI Goes to Court

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CIOs need to talk to their legal teams about AI “clarity, boundaries, and accountability,” one expert said.

2 min read

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