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Advisor Upside

Vanguard Sets Sights on Active Fixed Income

Photo via Connor Lin / The Daily Upside

Vanguard CEO Salim Ramji sees massive opportunities in active fixed income, and said it will play a larger role in retirement saving.

2 min read
Advisor Upside

Creative Planning Sells Minority Stake to TPG

Photo via Connor Lin / The Daily Upside

TPG acquired a minority stake in one of America’s largest independent wealth managers, which could put the advisor’s valuation at $15 billion.

1 min read
Advisor Upside

New ETF Taps Record Interest in Money Market Funds

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Texas Capital’s MMKT will look to capture inflows into the $6.4 trillion money market industry.

2 min read
Big Tech

Epic Games Keeps Google’s Feet to the Fire

Photo by AppsHunter via Unsplash

Epic Games filed a lawsuit against Google and Samsung, pulling the South Korean electronics giant into its long-running beef with Google.

1 min read

Real Estate

Murdoch’s REA Group Abandons Takeover Bid for Rightmove

Photo by Monika Flueckiger, World Economic Forum via CC BY-SA 2.0

News Corp subsidiary REA Group abandoned its monthlong quest to take control of Rightmove, which rejected four “unattractive” bids.

2 min read
Economics

The Biggest Risk to a Soft Landing Might Just Be Jerome Powell

Photo by Federal Reserve Board of Governors via Public Domain Mark 1.0

Nearly 40% of 32 economists cited a “monetary policy mistake” as the “greatest downside risk to the U.S. economy over the next 12 months.”

2 min read
Patent Drop

Honda Wireless EV Charging Patent Highlights ‘Range Anxiety’ as Adoption Barrier

Photo via U.S. Patent and Trademark Office

Charging infrastructure remains one of the biggest hurdles for widespread EV adoption.

2 min read
Patent Drop

Zoom Engagement Analysis Patent Could Walk Privacy Line

Photo via U.S. Patent and Trademark Office

Zoom’s recent patent wants to make sure you’re participating in sales calls.

2 min read

Patent Drop

Microsoft Wants to Solve Inaccuracy, Hallucination in AI Models

Photo via U.S. Patent and Trademark Office

hallucination in AI is a pervasive, core issue that might not be easily solvable.

2 min read
Media & Entertainment

Is Amazon Finally Breaking into the News Industry?

Photo via Connor Lin / The Daily Upside

The e-commerce and media titan is in talks with veteran TV news anchor Brian Williams to host an election night special, Variety reported.

1 min read
Healthcare

Controversial CEO of Bankrupt Steward Health Care to Resign

(Photo by Impuls Q on Unsplash)

Dallas-based Steward Health Care is may just well be the poster child for private equity investment in healthcare gone wrong.

2 min read
Artificial Intelligence

AI is Passing the First Stage of its Antitrust Era

Photo by Choong Deng Xiang via Unsplash

It’s not a hallucination: Artificial intelligence companies have actually managed to placate at least one national regulator.

2 min read

International Economics

The Rise of India’s Reckless Retail Investors

Photo illustration by Connor Lin / The Daily Upside, Photo by Prostock Studio via iStock

Regulators worry that undisciplined and inexperienced investors are taking on way too much risk in the country’s overheated stock markets.

6 min read
Real Estate

Zillow Adds Climate Risks to Home Listings

Photo by Eric Hamiter via CC BY-SA 2.0

Zillow will be adding climate risk scores and insurance information to for-sale listings on its online marketplace.

1 min read
Finance

Citigroup and Apollo Strike $25 Billion Partnership in White-Hot Private Credit Market

Photo by Håkan Dahlström via CC BY 2.0

Citigroup and asset management giant Apollo Global announced an alliance to source $25 billion worth of deals in the next half-decade.

1 min read
Energy

Saudi Arabia Gives Up Trying to Drive Oil Higher

Photo by Tom Fournier via Pexels

Saudi Arabia, the biggest and most influential member of OPEC, is abandoning its goal of driving the price of an oil barrel up to $100.

2 min read
Patent Drop

Meta Could Face Cost Obstacles in AR Glasses Goals

Photo of Meta AR Vehicle Control Patent via U.S. Patent and Trademark Office

Though artificial reality took center stage at Meta Connect, the company faces headwinds in making AR glasses an everyday reality.

3 min read
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

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

ChatGPT to Help PitchBook Subscribers Delve into Startups’ Financial Data

Photo via imageBROKER/Timon Schneider/Newscom

1 min read
Visa, Mastercard Swipe Right on Fee Settlement. Will a Court Sign Off?

Photo by blinow61 via iStock

2 min read
Retiring Warren Buffett Pledges to Keep Betting on Berkshire Hathaway

Photo via Dennis Van Tine/ZUMAPRESS/Newscom

2 min read

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