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Nobel Heir Invests in US Wealth Manager

Photo by Osama Shukir Muhammed Amin FRCP(Glasg) via CC BY-SA 4.0

Peter Nobel is among a group of investors partnering with the wealth manager Cardea to create a rebranded firm Fourcore Capital.

2 min read
Advisor Upside

Franklin Templeton, TD Bank in Regulators’ Crosshairs

Photo by Phillip Pessar via CC BY 2.0

Regulators are intensifying their focus on two financial institutions with the potential for fines stretching into the billions of dollars.

2 min read
Patent Drop

Roku Patent Balances Ad Output as Streaming Industry Plateaus

Photo via U.S. Patent and Trademark Office

The tech aims to walk a fine line of not overloading customers with bad ads as several streamers launch their own ad-supported tiers.

2 min read
Patent Drop

Apple Ring Patent Highlights Potential Plan to Expand Product Lineup

Photo via U.S. Patent and Trademark Office

Though the company has competitors in the space from Samsung and Oura, its walled garden ecosystem could give it an advantage.

2 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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