The Daily Upside

CIO Upside

As Agentic AI Sweeps Market, OpenAI Seeks Patent For Easy Model Builder

Photo via U.S. Patent and Trademark Office

OpenAI’s patent history is rather sparse, especially in comparison with competitors such as Google, Microsoft or Amazon

1 min read
CIO Upside

What You Need to Know About Deep Research Agents

Photo by Sanket Mishra via Pexels

They have the capabilities of “search on steroids,” but risks still exist.

2 min read
CIO Upside

Enterprise Security Lessons from Oracle’s Reported Breaches

Photo by Gregory Varnum via CC BY-SA 2.0

The allegations highlight third-party software risks.

1 min read
Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

Photo by Hapabapa via iStock

Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read

Advisor Upside

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

China’s Electric Vehicle Revolution is Complete

Photo by Michael Förtsch via Unsplash

2 min read
Hasbro Takes a “Wait and See” Approach to Tariffs

Photo by Maria Lin Kim via Unsplash

2 min read
Fed President Hints at Inspo for June Rate Cut

Photo by Federal Reserve Board of Governors via Public Domain Mark 1.0

2 min read

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