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Advisor Upside

Client Assets Rebound on Strong Referral Strategies

Photo by Joshua Mayo via Unsplash

Assets under management for RIAs rebounded sharply last year, and not just because of the markets’ blistering performance.

1 min read
Advisor Upside

Why This Little-Known Wall Street Revenue Stream Is Drying Up

Photo by Toonari Post via CC BY-SA 2.0

The jig may be up for cash sweeps, which have long been one of Wall Street’s most lucrative — and hush-hush — revenue streams.

2 min read
Patent Drop

Meta VR Cloud Gaming Patent Could Clear the Way for Lighter Headsets

Photo via U.S. Patent and Trademark Office

While cloud gaming platforms through Microsoft’s Xbox and Nvidia are already available to consumers, artificial reality cloud streaming isn’t quite there yet.

2 min read
Patent Drop

Ford Drone Patent May Create an Autonomous Driving Russian Doll

Photo via U.S. Patent and Trademark Office

Patents like this serve as a reminder that autonomous vehicles look like more than just cars themselves.

2 min read

Advisor Upside

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

SpaceX, Private Ventures Fuel Elon Musk’s Trillion-Dollar Dreams

Photo illustration by Connor Lin / The Daily Upside, Photos by SYSPEO/SIPA/Newscom and Frentusha via iStock

5 min read
Prediction Markets Fuel Gambling Gold Rush

Photo via David Smith/Cal Sport Media/Newscom

2 min read
Vice Stocks Enter ’26 With a Harsh Hangover

Photo by Getty Images via Unsplash

1 min read

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