The Daily Upside

Artificial Intelligence

Nvidia, Anthropic Refuel the AI Hype Train

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Nvidia, the chipmaking king, has announced a slew of consumer-focused hardware, including a $3,000 “personal AI supercomputer” called Digits.

2 min read
Advisor Upside

FINRA Faces Big Legal Battles in 2025

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The Wall Street watchdog is facing criticism from lawmakers, along with two lawsuits, that could theoretically redefine the agency.

2 min read
OP-ED | Advisor Upside

Allan Roth: Lessons from a Surprising 2024

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The popular author and financial advisor weighs in on major market trends of last year, and takes a (speculative) peek ahead.

4 min read
Advisor Upside

Less Than Half of RIAs Have Successions Plans

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Many advisors simply don’t have the expertise needed to prepare a firm for the next generation of leadership.

1 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

Photo by Getty Images via Unsplash

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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