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Artificial Intelligence

Amazon-Perplexity Lawsuit Heralds Start of Shop-Bot Wars

Photo via Yoshio Tsunoda/AFLO/Newscom

This week, Amazeon scored a court order against Perplexity to ban, for now, the AI startup’s agents from shopping on its e-commerce platform.

2 min read
Retirement Upside

Why More Medicare Advantage Plans Are Trimming Benefits

Photo illustration by Connor Lin / The Daily Upside, Photos by Paul Campbell and Vovashevchuk via iStock

After years of aggressive expansion, many Medicare Advantage plans are recalibrating popular extras and changing costs.

2 min read
Advisor Upside

Thrivent to Hire 600 Advisors for Second Straight Year

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The hiring push comes amid rapid expansion of the independent RIA channel and an approaching advisor shortage driven by retirements.

2 min read
Advisor Upside

Agentic AI Arrives in Advisor Offices

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RIA leaders face a new challenge in the AI age: helping advisors grow while protecting the human side of advice.

2 min read

Advisor Upside

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

Why Money Alone Can’t Guarantee a Happy Retirement

Photo by Marc Najera via Unsplash

2 min read
401(k) Withdrawals Are Rising. Here’s Why

Photo via Illia Uriadnikov/Newscom

2 min read
Qatari Fund Cooks Up a Premium Papa Johns Bid

Photo via Dinendra Haria/ZUMA Press/Newscom

1 min read

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