The Daily Upside

Advisor Upside

SEC Eases Rules on Marketing

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For the second time in two weeks, the agency made clear that funds have more marketing leeway to solicit clients.

2 min read
Advisor Upside

New GOP Ticker Spotlights Politically Themed ETFs

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As an ETF tracking Republican portfolios changes its ticker, investors are eyeing the performance of political funds.

2 min read
CIO Upside

Amazon’s Code Autocorrect Highlights Big Tech’s Interest in Code Generators

Photo via U.S. Patent and Trademark Office

Code generation is quickly becoming one of the most common (and lucrative) use cases for GenAI.

1 min read
CIO Upside

Why CIOs and CISOs Struggle to Balance Innovation and Security

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The tension between CIOs and CISOs often stems from a misalignment on how decisions should be made.

1 min read

Advisor Upside

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

Banking on a Fed Rate Cut Today, Investors Look for Hints of What’s Next

Photo via Annabelle Gordon/Sipa USA/Newscom

1 min read
UPS Eliminates 48,000 Jobs While Working Toward $3.5 Billion Cost-Cutting Target

Photo via Lindsey Nicholson/UCG/Universal Images Group/Newscom

2 min read
Microsoft, OpenAI (Finally) Finalize Terms of Not-Quite Divorce

Photo via Mattie Neretin/Sipa USA/Newscom

2 min read

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