The Daily Upside

Lazard Hires Former US Rep. as Senior Advisor

Photo by U.S. House Office of Photography via Public Domain Mark 1.0

Patrick McHenry joins the firm after 20 years in Congress, the last two of which he served as the chair to the House Financial Services Committee.

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Flocking to Faith-Based ETFs

Photo by Oladimeji Odunsi via Unsplash

A couple of the latest ETFs on the market are from an Anabaptist asset manager. Surveys from faith-based firms show that religious clients want to hear about options from their advisors.

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Humanoid Robots Run, Dance, and Work the Factory Floor

Photo by Maximalfocus via Unsplash

A half dozen humanoid robots completed a half marathon in Beijing, though their prowess still trails human runners by a considerable amount.

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Morgan Stanley Wants to Woo the Day-Trader Crowd

Photo by Ginton via iStock

Morgan Stanley is doubling down on its pursuit of day traders with a fancy new, souped-up premium platform for retail investing.

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Advisor Upside

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

Walmart Patent Signals AI Transformation for Bricks-and-Mortar Retail

Photo via U.S. Patent and Trademark Office

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Why AI Augmentation Tech Is More Than a ‘Cost-Cutting Tool’

Photo via Rawpixel

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Why Access Controls May Be AI’s Biggest Security Vulnerability

Photo via Pavlo Gonchar

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