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Advisor Upside

Will Advisors Embrace ‘Breakthrough’ Private ETF From State Street, Apollo?

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Many advisors say they’re not ready to trade in tried-and-true index funds for private credit funds.

2 min read
Advisor Upside

Trump DOL Expected to Abandon Fiduciary Rule, Again

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The Department of Labor was granted a 60-day pause by a federal judge to review its appeal in two court cases.

1 min read
Advisor Upside

More than 8 in 10 Advisors Said They Now Use Generative AI

Photo by Markus Spiske via Unsplash

Firms are building up their tech stacks with AI, according to a survey from Advisor360. They’re also expanding the C-suites.

1 min read
CIO Upside

Microsoft Seeks Patent to Limit Hallucinations in AI

Photo via U.S. Patent and Trademark Office

Along with mitigating hallucinations, this tech creates an audit trail for more transparency between the model and its users.

1 min read

Advisor Upside

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

Nelson Peltz Says $7B Take-Private Bid Would Let Janus Henderson ‘De-Risk’

Photo via Kris Tripplaar/Sipa USA/Newscom

2 min read
Keurig Dr Pepper’s Shares Fizz Amid Private Equity Cash Infusion

Photo via RICHARD B. LEVINE/Newscom

1 min read
Qualcomm Makes a Play for AI Chip Market Dominated by Nvidia, AMD

Photo via Pradeep Gaur/ZUMAPRESS/Newscom

2 min read

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