The Daily Upside

Patent Drop

Wells Fargo Cloud Patent Could Fight Data Security Risks

Photo via U.S. Patent and Trademark Office

Wells Fargo’s recent patent wants to make sure you can trust the cloud.

2 min read
Patent Drop

Adobe Marketing Campaign Patent Adds to Professional AI Tools

Photo via U.S. Patent and Trademark Office

Adobe’s recent patent signals that it may be creating a marketing co-pilot.

2 min read
Advisor Upside

Schwab Says Farewell to Retiring CEO Walt Bettinger

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Charles Scwhab’s next chief executive Rick Wurster looks to continue the legacy of current CEO Walt Bettinger.

1 min read
Advisor Upside

Inside State Street and Apollo’s Private Market ETF

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The asset managers are hoping to offer the first private asset ETF and open up alternative investments to the masses.

2 min read

Advisor Upside

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

Will Wall Street Stomach Oracle’s Costly AI Transformation?

Photo via Scott Coleman/ZUMAPRESS/Newscom

2 min read
ETF Issuers Are Running Their Own SpaceX Race Ahead of Blockbuster IPO

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2 min read
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

Photo by Filip Andrejevic via Unsplash

2 min read

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