wealthtech

Advisor Upside

AI Competency May Be the Next Fiduciary Requirement

Photo by Aerps via Unsplash

The technology isn’t just reshaping workflows, it’s redefining the industry itself.

4 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by iLexx and Feedough via iStock

Advisor Upside

Advisors Love Automated Assistants. But What’s the Future of AI?

Expert opinions on artificial intelligence vary, but one thing is certain: Change is inevitable.

6 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Wealthtech Booms as Ethic Lands $64M in Funding

The round was led by State Street Global Advisors and will go toward building out Ethic’s accounts and model portfolios.

1 min read

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