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Advisor Upside
Financial advisor news, market insights, and practice management essentials.
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Anthropic Moves Deeper into Financial Services with Claude for Advisors
![SUQIAN, CHINA - MAY 23: In this photo illustration, the logo of Anthropic is displayed on a smartphone screen on May 23, 2025 in Suqian, Jiangsu Province of China. Anthropic on May 22 said it activated a tighter artificial intelligence control for Claude Opus 4, its latest AI model. (Photo by VCG/VCG ) (Newscom TagID: vcgphotos221514.jpg) [Photo via Newscom]](data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20width='2560'%20height='1440'%20viewBox='0%200%202560%201440'%3E%3C/svg%3E)
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PEPs Are Popping Seven Years After Secure Act Passage
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![SUQIAN, CHINA - MAY 23: In this photo illustration, the logo of Anthropic is displayed on a smartphone screen on May 23, 2025 in Suqian, Jiangsu Province of China. Anthropic on May 22 said it activated a tighter artificial intelligence control for Claude Opus 4, its latest AI model. (Photo by VCG/VCG ) (Newscom TagID: vcgphotos221514.jpg) [Photo via Newscom]](https://www.thedailyupside.com/wp-content/uploads/2026/02/vcgphotos221514-scaled-overlay.jpg)
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