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Advisor Upside

RIA Headcount, AUM Shattered Records in 2024

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Just under 16,000 RIA firms employed more than 1 million non-clerical workers managing a total of $144.6 trillion in assets.

1 min read
ETF Upside

Grayscale Wants in on Quantum Computing ETFs

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The company, which briefly owned the biggest spot bitcoin ETF, wants to invest in another potentially disruptive technology that could even pose a threat to crypto.

2 min read
CIO Upside

IBM Patent Introduces Context to Fix Hallucinations

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“By introducing such context, there is a greater confidence that the output of the artificial intelligence model is more accurate.”

1 min read
CIO Upside

How Enterprises Can Fortify Cybersecurity ‘Weak Links’

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The recent LexisNexis breach highlights the need to go “back to basics,” one expert says.

1 min read

Advisor Upside

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

New York Boosts Odds of Tax Jackpot With 3 Big Apple Casino Licenses

Photo via Gregory Fisher/Icon Sportswire DLV/Gregory Fisher/Icon Sportswire/Newscom

2 min read
Holiday Spending Hits New Highs, Sort Of

Photo via Richard B. Levine/Newscom

2 min read
Bitcoin Struggles to Regain Lost Ground after Rapid Slide

Photo by Brian Wangenheim via Unsplash

2 min read

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