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CIO Upside

As Agentic AI Sweeps Market, OpenAI Seeks Patent For Easy Model Builder

Photo via U.S. Patent and Trademark Office

OpenAI’s patent history is rather sparse, especially in comparison with competitors such as Google, Microsoft or Amazon

1 min read
Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

Photo by Hapabapa via iStock

Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read
Personal Finance

E Pluribus Unum: Individual Investors Become Market-Moving Force

Photo by Joshua Mayo via Unsplash

According to a recent JPMorgan analysis, individual investors now account for 60% of US equities, an all-time high.

2 min read
Big Tech

Apple Card Plays ‘Spin the Bottle’ With Finance Giants

Photo by Avery Evans via Unsplash

Visa has offered $100 million replace Mastercard as the network of choice for Apple’s credit card, according to The Wall Street Journal.

2 min read

Advisor Upside

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

Uber Paying $300M Fare in Robotaxi Deal

Photo via Uber/Lucid/Nuro

2 min read
White House Push for Cane-Sugar Coke Reignites Soda Wars

Photo by Artem Beliaikin via Unsplash

2 min read
Gaming Platform Roblox Adds Age-Verification to Safeguard Kids

Photo by Oberon Copeland via Unsplash

2 min read

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