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CIO Upside

As Agentic AI Sweeps Market, OpenAI Seeks Patent For Easy Model Builder

Photo via U.S. Patent and Trademark Office

OpenAI’s patent history is rather sparse, especially in comparison with competitors such as Google, Microsoft or Amazon

1 min read
CIO Upside

Enterprise Security Lessons from Oracle’s Reported Breaches

Photo by Gregory Varnum via CC BY-SA 2.0

The allegations highlight third-party software risks.

1 min read
CIO Upside

What You Need to Know About Deep Research Agents

Photo by Sanket Mishra via Pexels

They have the capabilities of “search on steroids,” but risks still exist.

2 min read
Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

Photo by Hapabapa via iStock

Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read

Advisor Upside

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

Vanguard Warms Up to Crypto, Sort Of

From left: Bloomberg Senior Research Analyst James Seyffart, Head of Vanguard Global Quantitative Equity Group John Ameriks. Photo by Griffin Kelly / The Daily Upside.

2 min read
Advisors and Asset Managers Don’t See Eye-to-Eye on Alts

Photo by Mathias Reding via Unsplash

2 min read
Do McKinsey Layoffs Signal Trouble for Consulting Industry?

Photo via Davide Bonaldo/ZUMAPRESS/Newscom

1 min read

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