The Daily Upside

Patent Drop

Meta Patent Could Make AI Both Personalized and Private

Photo via U.S. Patent and Trademark Office

Tech like this could keep Meta’s models from prompt attack data slips — or at least give it some “thought leadership brownie points.”

2 min read
Patent Drop

Salesforce Multilingual AI Patent Could Boost AI Agent Ambitions

Photo via U.S. Patent and Trademark Office

AI that only performs well in so-called “high-resource languages” isn’t going to be useful for many people.

2 min read
Advisor Upside

Dynasty’s Shirl Penney on Hurricanes and the American Dream

Photo via Dynasty Financial Partners

The CEO of Dynasty Financial Partners landed new funding from top financial services firms as a hurricane barreled down on his Florida home.

2 min read
Advisor Upside

Clients Trading Their Own Crypto? Advisors Say Not So Fast.

Photo by Jonathan Borba via Pexels

Wealth managers are getting held-away crypto assets in-house through ETFs and separately managed accounts.

1 min read

Advisor Upside

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

Ken Griffin’s Citadel Securities Has Some Tips for SEC

Photo by Krblokhin via iStock

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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