The Daily Upside

Patent Drop

Salesforce Wants an AI That Can do it All

Photo via U.S. Patent and Trademark Office

Salesforce’s patent for a multi-talented AI assistant signals that language models need to be more than just chatbots to be useful.

2 min read
Advisor Upside

Inside Wells Fargo’s Bet on Independent Advisors

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The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

2 min read
Advisor Upside

Why Nvidia in the Dow Is Bad News for Dividend Investors

Photo via Nvidia Media Assets

The index investors consider as a basket of blue chip stocks has taken a hard turn toward growth, and away from mature dividend stocks.

2 min read
Advisor Upside

Wall Street Bonuses Surge for First Time Since 2021

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The past two years haven’t been too kind to Wall Street comp plans, but that might be changing as bonuses make a comeback.

2 min read

Advisor Upside

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

Ken Griffin’s Citadel Securities Has Some Tips for SEC

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1 min read
DOJ Pressures Google to Adopt ‘Sharing is Caring’ Data Ethos

Photo by Gov.pl via CC BY 3.0 PL

2 min read
Imports Drive Unexpected Contraction in US Economy

Photo by Getty Images via Unsplash

2 min read

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