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Big Tech

Microsoft Stock Unfazed by Hack Threatening Thousands of Customers

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The vulnerability exploited by the attack only affects on-premise Sharepoint servers, meaning clients using the cloud version are unaffected.

2 min read
Advisor Upside

Apollo, Ares to Open Professional Sports Investments to Retail Clients

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The funds could open the world of sports investing to a brand new segment of customers.

2 min read
Advisor Upside

Bonsai With Clients? Here Are Advisors’ Favorite Pastimes

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Golfing and camping topped the list, according to a recent AdvizorPro survey.

2 min read
Advisor Upside

M&A Just Broke More Records. But What Happens to Clients?

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The RIA industry made 102 deals in the second quarter of 2025, according to Echelon Partners.

1 min read

Advisor Upside

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

‘Bucket List’ Vacations Give Way to Budget-Friendlier Trips amid Sky-High Fuel Prices

Photo illustration by Connor Lin / The Daily Upside

4 min read
Most 401(k) Holders Don’t Seek Help from Plan Advisors (But They Want It)

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1 min read
How TIPS Bridges Can Maximize Social Security Benefits

Photo by Chad Peltola via Unsplash

2 min read

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