The Daily Upside

Real Estate

Rocket Mortgage Acquires Mr. Cooper to Create an Industry Giant

Photo via Rocket Mortgage

Combined, Rocket and Mr. Cooper will service a $2.1 trillion loan book across 10 million clients, accounting for one in six US mortgages.

2 min read
Healthcare

Google-Backed AI Drug-Developer Isomorphic Labs Secures $600 Million

Photo by Jay Dixit via CC BY-SA 4.0

Though Isomorphic is burning through millions in R&D costs now, investors have high hopes for the potential of AI drug development.

1 min read
Advisor Upside

What LPL’s Massive $2.7B Commonwealth Deal Means for Advisors

Photo via LPL Financial

The deal will fuel industry consolidation and add roughly 2,900 independent advisors managing some $285 billion in assets to LPL’s ranks.

2 min read
Advisor Upside

CFP Board May Ease Rules on Prior Bankruptcy, Alcohol, Drug Charges

Photo via Connor Lin / The Daily Upside

The proposed changes could lighten the load for the organization and make it easier for advisors to move on from previous offenses.

1 min read

Advisor Upside

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

Drones Steal the Paris Air Show

Photo via IMAGO/Vincent Isore/IMAGO/IP3press/Newscom

1 min read
Berkshire Slips Amid Concern Retiring CEO May Take “Buffett Premium” With Him

Photo via Dennis Van Tine/ZUMAPRESS/Newscom

2 min read
OpenAI Careens Toward Messy Divorce From Microsoft

Photo via Blondet Eliot/ZUMAPRESS/Newscom

2 min read

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