The Daily Upside

Big Tech

What is Microsoft’s AI Future Without OpenAI?

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As its relationship with OpenAI evolves and dissolves, Microsoft signals that it is single and ready to mingle in the AI space.

2 min read
Finance

Klarna Discovers Customers Prefer Buying Now to Paying Later

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Klarna’s 100 million-user win sounds nice, but its users are increasingly struggling with the “pay later” part of the arrangement.

2 min read
Economics

Gold Shines, Treasurys Lose Luster as US Credit Score Weakens

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Some investors warn that Moody’s and other agencies have understated the risks posed by the US government’s finances.

2 min read
Advisor Upside

Why Big Brokerages Like UBS, Goldman and JPMorgan Are Ditching Their Robo-Advisors

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A fundamental challenge for robo-advisors, at big brokerages and independent shops alike, has been the razor-thin margins.

2 min read

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

2 min read
PEPs Are Popping Seven Years After Secure Act Passage

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2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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