The Daily Upside

Patent Drop

Intel ‘Cobots’ Patent Highlights Growing AI Robotics Market

Photo via U.S. Patent and Trademark Office

Intel wants to make AI robots more collaborative and scalable. But it faces steep competition.

2 min read
Advisor Upside

Next SEC Chair? Bets Are on Peirce, Cuban, Or ‘CryptoDad’

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Securities and Exchange Commission Chairman Gary Gensler is likely to resign from his position at the agency before his term is up.

2 min read
Advisor Upside

Neuberger Berman Buys Stake in Mariner in Latest RIA Deal

Photo by AlainM47 via CC BY-SA 4.0

The deal is the latest example of major investments into the RIA space, with much of the funding coming from private equity.

2 min read
Advisor Upside

Just 22% of Advisors Charge for Financial Planning

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Advisors that offer comprehensive services can also manage four times more in assets than their peers, according Cerulli Associates.

1 min read

Advisor Upside

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

The ‘Everything App’: How Robinhood Grew From Trading Platform to Financial Ecosystem

Photo illustration by Connor Lin / The Daily Upside, Photos by Ljupco, Comzeal, and CreativaImages via iStock

5 min read
Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

Photo illustration by Connor Lin / The Daily Upside, Photos by YakobchukOlena and Rawpixel via iStock

4 min read
What’s the Difference Between 351 Exchanges and Exchange Funds?

Photo by Ben Iwara via Unsplash

4 min read

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