The Daily Upside

Consumer

Short-sighted Investors Chew Up Chewy

Photo via Chewy

More than 94 million pet-owning US households are expected to spend $157 billion on their little Lunas and Rexes this year.

1 min read
Artificial Intelligence

Oracle’s AI-Powered Sales Growth Threatens Elon Musk’s Reign as World’s Richest Man

Photo via Jay Hirano / SOPA Images/Sipa USA/Newscom

Oracle said its remaining performance obligations is now sitting at $455 billion. That’s up 359% from where it stood just a year ago.

2 min read
Advisor Upside

Can AI Lead Generation Ignite Organic Growth for Advisors?

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With organic growth rates flatlining, AI promises to both broaden the search for new clients and identify prospects within a firm’s niche.

2 min read
Advisor Upside

Global Family Offices Unfettered by Military Conflicts, Recession Fears

Photo by Getty Images via Unsplash

Allocations today have a striking resemblance to where they stood in 2023, according to new Goldman Sachs data.

2 min read

Advisor Upside

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

What Will It Take to Actually Get Alts in More Portfolios?

Photo via Joshua Mayo

2 min read
Why IBDs Are Quietly Becoming the Most Popular Channel

Photo by RDNE Stock Project via Pexels

2 min read
Is Goldman Wooing Retail Customers, Again?

Photo via Griffin Kelly

2 min read

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