The Daily Upside

Patent Drop

PayPal Behavior Tracking Patent Adds to its Advertising Bid

Photo via U.S. Patent and Trademark Office

PayPal’s recent ad tech patent could track user behavior to better target deals.

2 min read
Advisor Upside

Creative Planning’s Peter Mallouk on Record Stores and Capitalism

Photo by Sean Benesh via Unsplash

Peter Mallouk experienced digital disruption firsthand in his career. Tech advancements will continue to upend the RIA industry as well.

2 min read
Advisor Upside

Wealthtech Wave to Top $9.4B

Photo by Luke Peters via Unsplash

The wealthtech global market size is primed for continued growth as investors and advisors embrace AI and digital innovation.

2 min read
Advisor Upside

SEC Smartphone Location Data Could Be Linked to Share Prices

Photo by Hapabapa via iStock

Phone location data links Securities and Exchange Commission visits to corporate offices with drops in company share prices.

1 min read

Advisor Upside

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

Eli Lilly’s Sterling Results Highlight Rival Novo Nordisk’s Fading Fortunes

Photo by Douglas Cliff via iStock

2 min read
Chipotle Struggles as Customers Skip the Guac

Photo by Anne Czichos via iStock

2 min read
Trial Truce: US, China Negotiate Yearlong Trade Détente

Photo via Daniel Torok/WH / Polaris/Newscom

2 min read

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