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Advisor Upside

What’s Going On In Clients’ Heads? Don’t Ask AI

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Client risk aversion shifts constantly, and advisors must navigate those changes while technology becomes more prominent in investment management.

2 min read

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ETF Upside

What Dimensional’s Dual-Share-Class Approval Means for Advisors

This week’s SEC decision may be one of the most significant since the ETF Rule in 2019.

2 min read
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ETF Upside

Dual Share Classes Are Here, But There’s an ‘Apollo 13’ Problem

Trading fractional shares for whole shares will require some communication and help, according to one firm that offers shareholder services.

2 min read
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CIO Upside

Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy

As enterprise spending on cloud continues to skyrocket, some leaders are questioning when enough is enough and weighing alternatives.

4 min read

ETF Upside

From Greenwashing to Greenhushing: The Rise of ‘Anti-ESG’ ETFs

Photo illustration by Connor Lin / The Daily Upside, Photos by Pakhnyushchyy and Ajt via iStock

A backlash to so-called woke investments spurred interest in their anti-woke counterparts. But is it a new strategy or just marketing hype?

4 min read

ETF Upside

Single-Stock ETF Market Swells With Firehose of New Products

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Dozens of single-stock ETFs using leverage have recently been filed with the Securities and Exchange Commission.

2 min read

Patent Drop

Tech Firms Inch Closer to Users with AI Wearables

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Your data may be more valuable than the money made from selling devices themselves, experts told Patent Drop.

5 min read

Photo via U.S. Patent and Trademark Office

Patent Drop

Snap Patent Adds to AR Ad Bet as Meta Shuts Down Spark AR Studio

Snap may want to use AR to help you redeem your next free coffee.

2 min read
Photo via U.S. Patent and Trademark Office

Patent Drop

Meta’s Blood-Pressure Monitor Could Add to Health Tech Patent Strategy

Meta may add health tracking to its smart watch ambitions.

2 min read
Photo via U.S. Patent and Trademark Office

Patent Drop

Meta’s Machine Learning AR Patent Fuses Its AI and Metaverse Bets

Despite investors’ reaction to the company’s big spending, Meta’s potential to monetize AI and its access to data may give it a leg up in the long run.

2 min read

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