The Daily Upside

Industrials

Space Companies Rocket Upward on SpaceX IPO Hype

Photo via Michael Cain Jr./Sipa USA/Newscom

2 min read
Technology

Salesforce Delivers a SaaSpocalypse Reality Check

Photo via Andrew Schwartz/SIPA/Newscom

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.

2 min read
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?

2 min read

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

2 min read
PEPs Are Popping Seven Years After Secure Act Passage

Photo by Getty Images via Unsplash

2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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