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Advisor Upside

Advisors Tack on New Services to Attract Richest Clients

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If advisors want to take full advantage of the growing pool of millionaires, they’ll have to provide a wide range of services.

2 min read
Patent Drop

Meta Patent Uses AI, AR to Guide Users with Sensory Impairments

Photo via U.S. Patent and Trademark Office

Meta’s recent patent aims to guide people with sensory impairments using an AI agent — but viable and long-lasting smart glasses may be difficult to achieve.

2 min read
Patent Drop

Disney Patent Brings AI-Free Robotics to Entertainment, Animation

Photo via U.S. Patent and Trademark Office

The simplicity of this method makes it applicable to “almost any type of robot.”

2 min read
Patent Drop

Mastercard Patent Could Prevent Biometric Data Attacks

Photo via U.S. Patent and Trademark Office

Mastercard’s efforts add to those of several companies looking at ways to prove real from fake.

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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