The Daily Upside

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

Photo by Andrej Lišakov via Unsplash

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

Photo by tupungato via iStock

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.

Will Wall Street Stomach Oracle’s Costly AI Transformation?

Photo via Scott Coleman/ZUMAPRESS/Newscom

2 min read
ETF Issuers Are Running Their Own SpaceX Race Ahead of Blockbuster IPO

Photo by ün LIU via Unsplash

2 min read
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

Photo by Filip Andrejevic via Unsplash

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.