The Daily Upside

Artificial Intelligence

OpenAI Teams with Novo Nordisk to Speed Prescription Drug Development

Photo via Ritzau Scanpix/Sipa USA/Newscom

The move comes as OpenAI watches rival Anthropic make big enterprise splashes with its Claude Code and Mythos AI tools.

2 min read
Banking

Citigroup Surges as Fraser’s Overhaul Yields 42% Profit Growth

Photo via Dickson Lee/SCMP/Newscom

CEO Jane Fraser, who took over in 2021, has won plaudits for executing a multi-year reordering of the bank’s sprawling global structure.

2 min read
ETF Upside

Diversification Topped Plain Vanilla Last Year. That’s an Outlier

Photo by Jocelyn Morales via Unsplash

A comparison of a well-diversified portfolio versus the basic 60/40 strategy shows that plain vanilla won most of the time over 20 years, according to Morningstar.

1 min read
Advisor Upside

An Effective, Unpopular Way to Help Fix Social Security: $100K Cap

Photo by Veronique D via iStock

Limiting a couple’s benefit to $100,000 would plug up to a fifth of the solvency gap without affecting many current retirees.

2 min read

Advisor Upside

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

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

4 min read
What’s Behind the SEC’s New Crypto Proposal?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read

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