The Daily Upside

Advisor Upside

LPL Taps Anna Kendrick in Latest Ad Campaign

Photo by Gage Skidmore via CC BY-SA 2.0

While LPL traditionally marketed to advisors, the new effort aims to make its name more recognizable to everyday investors.

1 min read
Advisor Upside

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

Photo by Towfiqu barbhuiya via Pexels

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

AI May Never Completely Conquer Hallucination, Bias

Photo by Getty Images via Unsplash

“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.

Tariffs Deliver Record Drop in US Trade Deficit

Photo by Getty Images via Unsplash

2 min read
Circle Spirals Upward in $1 Billion IPO

Photo via Milo Hess/ZUMAPRESS/Newscom

1 min read
NBA Finals Kick Off With an Old (Footwear) Friend

Photo via Ringo Chiu/SOPA Images/Sipa USA/Newscom

2 min read

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