The Daily Upside

Patent Drop

Salesforce Multilingual AI Patent Could Boost AI Agent Ambitions

Photo via U.S. Patent and Trademark Office

AI that only performs well in so-called “high-resource languages” isn’t going to be useful for many people.

2 min read
Advisor Upside

Dynasty’s Shirl Penney on Hurricanes and the American Dream

Photo via Dynasty Financial Partners

The CEO of Dynasty Financial Partners landed new funding from top financial services firms as a hurricane barreled down on his Florida home.

2 min read
Advisor Upside

Clients Trading Their Own Crypto? Advisors Say Not So Fast.

Photo by Jonathan Borba via Pexels

Wealth managers are getting held-away crypto assets in-house through ETFs and separately managed accounts.

1 min read
Advisor Upside

Top 25 Broker Dealers Manage 93% of Assets: Cerulli

Photo by Lo Lo via Unsplash

Consolidation among broker dealers is having significant impacts on the industry and it’s not expected to slow down anytime soon.

1 min read

Advisor Upside

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

Now That TXSE Is Open, Can It Compete with NYSE, Nasdaq?

Photo by Perry Merrity II via Unsplash

2 min read
Vanguard, Envestnet Team Up to Curb Tax Risks on Model Portfolio Conversions

Photo via Rafael Henrique/ZUMA Press/Newscom

2 min read
Diamond Giant De Beers to Shutter Largest Mine Under Mounting Pressure

Photo via Alex Segre/UCG/Universal Images Group/Newscom

1 min read

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