The Daily Upside

Patent Drop

Salesforce Wants an AI That Can do it All

Photo via U.S. Patent and Trademark Office

Salesforce’s patent for a multi-talented AI assistant signals that language models need to be more than just chatbots to be useful.

2 min read
Advisor Upside

Inside Wells Fargo’s Bet on Independent Advisors

Photo by Sven Piper via Unsplash

The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

2 min read
Advisor Upside

Why Nvidia in the Dow Is Bad News for Dividend Investors

Photo via Nvidia Media Assets

The index investors consider as a basket of blue chip stocks has taken a hard turn toward growth, and away from mature dividend stocks.

2 min read
Advisor Upside

Wall Street Bonuses Surge for First Time Since 2021

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The past two years haven’t been too kind to Wall Street comp plans, but that might be changing as bonuses make a comeback.

2 min read

Advisor Upside

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

Thawing Housing Market Not Yet Liquid Enough to Jump-Start Sales

Photo illustration by Connor Lin / The Daily Upside, Photos by AltoClassic via iStock and Freepik

4 min read
Worried About Record Stock Market Concentration? Us, Too

Photo illustration by Connor Lin / The Daily Upside, Photos by Pictac via iStock

4 min read
Eli Lilly’s Sterling Results Highlight Rival Novo Nordisk’s Fading Fortunes

Photo by Douglas Cliff via iStock

2 min read

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