The Daily Upside

Advisor Upside

Wealthtech Wave to Top $9.4B

Photo by Luke Peters via Unsplash

The wealthtech global market size is primed for continued growth as investors and advisors embrace AI and digital innovation.

2 min read
Advisor Upside

SEC Smartphone Location Data Could Be Linked to Share Prices

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Phone location data links Securities and Exchange Commission visits to corporate offices with drops in company share prices.

1 min read
Markets

Stock Prices in Half-Pennies Are in Your Future

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The SEC voted unanimously to change market rules so that roughly 1,700 securities can be quoted in increments of $0.005.

1 min read
Healthcare

Making Weight-Loss Drugs Takes a Whole Lot of Muscle

Photo by Chemist4U via CC BY-SA 2.0

In the obesity drug industry, two players have really been throwing their weight around. There isn’t a third in sight.

1 min read

Advisor Upside

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

Dollar Takes a Bruising From Trump’s Jabs at Fed Chair

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2 min read
Humanoid Robots Run, Dance, and Work the Factory Floor

Photo by Maximalfocus via Unsplash

2 min read
Morgan Stanley Wants to Woo the Day-Trader Crowd

Photo by Ginton via iStock

1 min read

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