The Daily Upside

Patent Drop

Adobe Marketing Campaign Patent Adds to Professional AI Tools

Photo via U.S. Patent and Trademark Office

Adobe’s recent patent signals that it may be creating a marketing co-pilot.

2 min read
Advisor Upside

Schwab Says Farewell to Retiring CEO Walt Bettinger

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Charles Scwhab’s next chief executive Rick Wurster looks to continue the legacy of current CEO Walt Bettinger.

1 min read
Advisor Upside

Inside State Street and Apollo’s Private Market ETF

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The asset managers are hoping to offer the first private asset ETF and open up alternative investments to the masses.

2 min read
Advisor Upside

LPL Financial Terminates CEO Dan Arnold Over Alleged Misconduct

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The $17 billion financial firm fired chief executive Dan Arnold for allegedly violating the company’s code of conduct.

1 min read

Advisor Upside

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

Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy

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4 min read
Fiserv Loses Nearly Half Its Market Cap After ‘Abysmal’ Quarter

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2 min read
Amazon Job Cuts Broaden Big Tech’s Layoff Barrage

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2 min read

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