The Daily Upside

Advisor Upside

New Investors Display Higher Risk Tolerance, Greater Confidence: Fidelity

Photo by Getty Images via Unsplash

Meanwhile, more experienced investors have a gloomier outlook and are most concerned with limiting losses.

2 min read
Advisor Upside

When Is It Time to Say Goodbye to Clients?

Photo by Chayantorn via iStock

Whether a client disregards advice, withholds information or is just plain rude, sometimes it’s better to cut ties than to keep hoping the relationship will turn around.

2 min read
Advisor Upside

Why Some RIAs Want Bigger Slices of the ETF Pie than Others

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Independent RIAs allocate as much as 80% — or as little as 2% — to ETFs, a new AdvizorPro report found.

2 min read
CIO Upside

How Bug Bounty Programs Can Help Combat Ransomware Attacks

Photo via Jefferson Santos

Ethical hacking initiatives can allow researchers to find and report vulnerabilities before they can be exploited.

2 min read

CIO Upside

Why Zoho Built its Own Proprietary Language Model

Photo via Thomas Fuller

You don’t need an LLM that can do everything, one developer argues. Bespoke design is more effective and less expensive.

2 min read
CIO Upside

IBM Patent May Help Clean Data Pipelines

Photo via U.S. Patent and Trademark Office

‘Well-organized data pipelines provide the foundation for a range of data projects.’

1 min read
Technology

Samsung Chips Away Bigger Share of US Smartphone Market

Photo via Alexander Shcherbak/ZUMAPRESS/Newscom

Samsung’s growth come directly at the expense of Apple, which now holds less than half of US market share.

2 min read
Finance

CFPB Rewrites Open Banking Rule as Banks Feud with Fintechs Over Your Data

Photo via Gent Shkullaku/ZUMAPRESS/Newscom

The “open banking” rule goes back to the 2010 Dodd-Frank Act that introduced sweeping financial reforms after the Great Recession.

2 min read

Real Estate

Can the Big Apple’s Office-Tower Revival Turn into a Trendsetter?

Photo via sean pavone/Newscom

While the pain to building owners has been deep and long-lasting, the predictions of Office Armageddon are proving somewhat premature.

2 min read
ETF Upside

ARK’s Recent Highs Led to Massive Outflows. Are Institutional Investors to Blame?

Cathie Wood, CEO of ARK Invest. Photo via Hugo Amaral / SOPA Images/Sipa U/Newscom

The company’s massive asset moves may, in part, reflect institutional investors’ entry into the industry, particularly crypto.

2 min read
ETF Upside

Former Military Court Judge to Lead SEC Enforcement

Margaret Ryan. Photo via Harvard Law School.

Meg Ryan, a lecturer at Harvard with a background in military law, will take over next month as director of the SEC Division of Enforcement.

2 min read
ETF Upside

These ETFs Are Hoping to Skip the Dividend Tax

Photo by Leire Cavia via Unsplash

The latest ETFs from F/m Investments and Compoundr help institutional investors avoid taxes on income distributions.

1 min read

Consumer

Can Labubu Mania Last Forever?

Photo via ANP/ZUMAPRESS/Newscom

The past is filled with trending toys and collectibles — Tamagotchis, Troll dolls, beanie babies. Are Labubu’s the latest fad?

6 min read
Advisor Upside

ETFs and 401(k)s Don’t Play. Could Dual Share Classes Change That?

Photo by Eliobed Suarez via Unsplash

Intraday trading and other ETF features aren’t designed for 401(k)s, but mutual fund share classes could give ETF issuers an in. At least one shop has hopes for that.

4 min read
Electric Vehicles

VW’s Super Cheap EV Trades ‘Willkommen’ for ‘Boas-vindas’ — Plus a €30M Incentive

Photo via Volkswagen

VW’s finance chief Arno Antlitz warned last September that the company had “a year, maybe two years, to turn things around.”

2 min read
Indicators

Manufacturing Boom May Signal Higher Prices for Wary Shoppers

Photo by Getty Images via Unsplash

An index of sales prices rose at its fastest pace in three years as tariffs wound their way into the supply chain.

2 min read
Real Estate

‘Near-Zero’ Price Growth Boosts Homebuyers’ Prospects

Photo by Wesley Tingey via Unsplash

Prices for existing homes in the US inched up just 0.2% in July, according to a National Association of Realtors report published Thursday.

2 min read
CIO Upside

‘SaaS Sprawl’ Heightens Data Security Risks for Enterprises

Photo via Md Mamun Miah/Newscom

A glut of software, combined with a weak security culture, may be leaving your proprietary data more vulnerable than you realize.

2 min read
CIO Upside

How the AI Talent War is Worsening an Ethical Dilemma

Photo via Getty Images

‘Governance should be taught, but isn’t. Ethics should be applied, but aren’t.’

2 min read
CIO Upside

Microsoft Patent Could Enable Enterprises to DIY AI Models

Photo via U.S. Patent and Trademark Office

Microsoft may want to lower the entry barrier to machine learning.

1 min read

Advisor Upside

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

AI Drug Designer Isomorphic Details Lofty Plans for $2.1B in New Funding

Photo via Stephane Lemouton/SIPA/Newscom

1 min read
World’s First Catastrophe Bond ETF Braces for Hurricane Season

Photo by Dannel Malloy via CC BY 2.0

2 min read
Fidelity to Tack Service Fees on 100 More ETFs. Boutique Issuers May Be Hit Hardest

Photo by Sundry Photography via iStock

2 min read

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