The Daily Upside

Advisor Upside

New Startup Offers Lending to the 401(k) for the 401(k)

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Basic Capital wants to shake up retirement savings by financing multiples of workers’ contributions to increase the power of compounding.

2 min read
Productivity Tech

Salesforce Patent May Double-Check Your Slack Chats

Photo via U.S. Patent and Trademark Office

This isn’t the first time we’ve seen tech firms bring AI and machine learning into workplace monitoring.

1 min read
CIO Upside

Combating Cyber-Espionage Requires Enterprises to Keep Their Eyes on the Endgame

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Going after corporate and IP data, nation-state hackers are targeting American private companies.

2 min read
CIO Upside

AI May Never Completely Conquer Hallucination, Bias

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“These things, unsupervised, they still are acting like 4-year-olds.”

2 min read

Advisor Upside

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

The ‘Everything App’: How Robinhood Grew From Trading Platform to Financial Ecosystem

Photo illustration by Connor Lin / The Daily Upside, Photos by Ljupco, Comzeal, and CreativaImages via iStock

5 min read
Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

Photo illustration by Connor Lin / The Daily Upside, Photos by YakobchukOlena and Rawpixel via iStock

4 min read
What’s the Difference Between 351 Exchanges and Exchange Funds?

Photo by Ben Iwara via Unsplash

4 min read

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