The Daily Upside

Patent Drop

Mastercard Continues Crypto Crusade with Seamless Transaction Patents

Photo of Mastercard’s Trustless Transaction Patent via the U.S. Patent and Trademark Office

Mastercard’s interest in this tech could help legitimize crypto in the broader scheme of traditional finance.

2 min read
Patent Drop

Google Social Media Patents Add to YouTube’s AI Upgrade

Photo of Google Comment Section Analysis Patent via U.S. Patent and Trademark Office

The filings add to Google’s larger bid to build AI into YouTube’s offerings, though AI could present risks in this context.

2 min read
Advisor Upside

Behind the SEC’s WhatsApp Crackdown

Photo by Mika Baumeister via Unsplash

The SEC has dished out more than $3 billion in fines regarding off-channel communications, with another 11 firms getting dinged this week.

2 min read
Advisor Upside

Active ETFs Surge Among Advisors

Photo by AlphaTradeZone via Pexels

Roughly 30% of portfolios had exposure to active ETFs in the second quarter, up from just 13% in 2022, Fidelity reported.

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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