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Advisor Upside

What Ken Fisher’s Nearly $13B Valuation Means for RIAs

Photo via Connor Lin / The Daily Upside

The eye popping private-equity deal for famed Fisher Investments is a boon for financial advisors.

3 min read
Private Equity

Pringles Packaging Maker’s Acquisition Offers Rare Pop Amid Private Equity Buyout Crunch

Photo by Surja Sen Das Raj via Unsplash

KPS Capital Partners sold Eviosys to Sonoco for $3.9 billion after paying $2.7 billion in 2021, a rare buyout windfall in 2024.

2 min read
Indicators

US Households Get More and More Comfortable with the Stock Market

Photo by Chenyu Guan via Unsplash

Almost half of all US households’ financial assets are tied to public stocks, a near-record high, according to recent Federal Reserve data.

1 min read
Big Tech

Europe Goes to War with Apple

Photo by European Union, 2024 via CC BY 4.0

The European Commission accused Apple of breaching the anti-steering app store rules included in the relatively new Digital Markets Act.

2 min read

Advisor Upside

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

Salesforce Patent Could Recycle AI Model Outputs

Photo via U.S. Patent and Trademark Office

1 min read
How OpenAI’s Partnership With Oracle Could Alter the AI Landscape

Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

2 min read
In Security, ‘There’s Two Sides to AI,’ Box CISO Says

Heather Ceylan, CISO of Box. Photo via Box.

2 min read

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