claude

Advisor Upside

Roughly 1 in 5 Financial Advice Seekers Are Turning to AI

Photo by HudHudPro via iStock

A recent Edward Jones survey found that even though more people are using AI for guidance, they don’t trust it nearly as much as they do human advisors.

2 min read

Photo illustration by Connor Lin / The Daily Upside

Artificial Intelligence

With SEO Rizz Fading, Brands Compete For Chatbot Love

Users who encounter an AI summary click on an actual link to a third-party site just 8% of the time, according to a recent Pew Research study.

7 min read
Photo via Jens Schicke/picture alliance / SZ Photo/Newscom

Artificial Intelligence

OpenAI Doubles Agentic User Base as Cheaper Chinese Models Threaten US Dominance

Bloomberg reported that the mega AI startup is set to announce that its two agentic tools are now serving around 10 million users.

1 min read
Photo by Jo Lin via Unsplash

Advisor Upside

AI Is Changing How Clients Work With Advisors. Mostly for the Better

Artificial intelligence tools are helping clients become better consumers of financial advice. But there are risks.

2 min read

Artificial Intelligence

As Anthropic Files for IPO, AI Savings Disappoint America’s C-Suites

Photo via Ibanez-Picciarella/ZUMAPRESS/Newscom

40% of nearly 1,000 major companies surveyed by Bain & Company found cost reductions from AI use of just 10% or less.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.