The Daily Upside

Technology

Salesforce Earnings Highlight Critical Choices Facing Legacy Software Firms

Photo via Andrew Schwartz/SIPA/Newscom

Salesforce has tapped Anthropic’s Claude to boost Agentforce, its AI tool that surpassed $800 million in sales in the fourth quarter.

2 min read
Advisor Upside

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

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2 min read
Investing Strategies

What’s Driving Bitcoin’s Slump?

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Institutions have traditionally been wary of the digital currency, but some are holding on to bitcoin ETFs.

2 min read
ETF Upside

Leverage Is Almost Everything for These ETF Issuers

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The massive category of ETFs is snowballing, as firms seek approval for more leveraged funds, including some focused on pre-IPO companies.

2 min read

Advisor Upside

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

AI Drug Designer Isomorphic Details Lofty Plans for $2.1B in New Funding

Photo via Stephane Lemouton/SIPA/Newscom

1 min read
World’s First Catastrophe Bond ETF Braces for Hurricane Season

Photo by Dannel Malloy via CC BY 2.0

2 min read
Fidelity to Tack Service Fees on 100 More ETFs. Boutique Issuers May Be Hit Hardest

Photo by Sundry Photography via iStock

2 min read

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