The Daily Upside

Media & Entertainment

Living Room Legend Netflix Makes a Break for Hollywood

Photo via Anthony Behar/Sipa USA/Newscom

Whether it pursues the box office or not, Netflix is clearly interested in catering to the extroverts among us.

2 min read
Advisor Upside

High-Net-Worth Clients Want All the Help They Can Get

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Cerulli expects firms that provide the most client services will be the strongest performers.

2 min read
Advisor Upside

How AI Is Reshaping Advisor Marketing

Photo by Kate Trysh via Unsplash

AI can now draft marketing materials in advisors’ tone of voice and writing style. Whether advisors want that is an open question.

2 min read
Advisor Upside

What Clients Need to Know About ETFs

Photo by Torsten Asmus via iStock

With assets reaching new heights, advisors need to inform clients about what exchange-traded funds can — and can’t — do.

3 min read

Advisor Upside

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

OpenAI Teams Up With Amazon for Even More Computing Power

Photo via Leonie Asendorpf/dpa/picture-alliance/Newscom

2 min read
Kimberly-Clark Takeover Offers $48 Billion of Pain Relief to Tylenol-Maker Kenvue

Photo via Michele Eve Sandberg/Sipa USA/Newscom

2 min read
Unease About Warren Buffett’s Retirement Overshadows Berkshire Earnings Beat

Photo via Lu Beifeng/VCG/Newscom

2 min read

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