The Daily Upside

Technology

Salesforce Delivers a SaaSpocalypse Reality Check

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Salesforce points to record revenue of $11.1 billion and its own embrace of artificial intelligence to dispel SaaSpocalypse worries.

2 min read
Advisor Upside

Estate Plan Disputes Are Painful. They Don’t Have to Be Disastrous

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Multiple beneficiaries, layered asset structures and significant financial stakes make high-value estate plans susceptible to court challenges.

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ETF Upside

Fee Wars Are Changing Which ETFs Go to Market. Here’s How

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When smaller issuers can’t compete with the major index providers, where do they go?

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ETF Upside

How Institutional Investors Are Reshaping the ETF Industry

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The sovereign wealth fund investing in PRIV isn’t the only institution tipping the scales.

2 min read

Advisor Upside

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

What’s Behind Vanguard’s Deal to Buy Altruist?

Photo via Rafael Henrique/ZUMAPRESS/Newscom

2 min read
Client Didn’t Take Your Advice. Don’t Take It Personal

Photo by Fotos via Unsplash

2 min read
RevMed’s Life-Saving Pancreatic Cancer Drug Wins Early FDA Approval

Photo via Revolution Medicines

2 min read

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