The Daily Upside

Advisor Upside

Where’s Wealth Management Going with this Whole AI Thing?

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The technology is rapidly evolving beyond back-office support.

2 min read
Artificial Intelligence

AI Drug Designer Isomorphic Details Lofty Plans for $2.1B in New Funding

Photo via Stephane Lemouton/SIPA/Newscom

Isomorphic previously raised $600 million in external funding last year, which was also led by NYC’s Thrive Capital.

1 min read
ETF Upside

World’s First Catastrophe Bond ETF Braces for Hurricane Season

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Cat bonds pass insurance companies’ risk to investors.

2 min read
ETF Upside

Fidelity to Tack Service Fees on 100 More ETFs. Boutique Issuers May Be Hit Hardest

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As ETFs’ popularity boom, platforms are looking for ways to monetize that growth.

2 min read

Advisor Upside

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

‘Bucket List’ Vacations Give Way to Budget-Friendlier Trips amid Sky-High Fuel Prices

Photo illustration by Connor Lin / The Daily Upside

4 min read
Most 401(k) Holders Don’t Seek Help from Plan Advisors (But They Want It)

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1 min read
How TIPS Bridges Can Maximize Social Security Benefits

Photo by Chad Peltola via Unsplash

2 min read

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