The Daily Upside

Technology

Salesforce Earnings Highlight Critical Choices Facing Legacy Software Firms

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Salesforce has tapped Anthropic’s Claude to boost Agentforce, its AI tool that surpassed $800 million in sales in the fourth quarter.

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Advisor Upside

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

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Investing Strategies

What’s Driving Bitcoin’s Slump?

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Institutions have traditionally been wary of the digital currency, but some are holding on to bitcoin ETFs.

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ETF Upside

Leverage Is Almost Everything for These ETF Issuers

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The massive category of ETFs is snowballing, as firms seek approval for more leveraged funds, including some focused on pre-IPO companies.

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Advisor Upside

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

The Surprising Retirement Planning Mistake that Starts at the SSA

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2 min read
XYPN’s Michael Kitces Talks Retirement and Flipping the Psychological Switch

Photo via Kitces.com

4 min read
AIG Scores Upgrade in Goldman’s Assessment of Insurers’ AI Risks

2 min read

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