The Daily Upside

What Enterprises Need to Know About Agentic AI

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Despite the buzz, the promises of this tech may be “underhyped,” one expert said.

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Why Vanguard Took a $106M SEC Fine For Lowering Its Minimums

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The SEC charged the asset manager with misleading clients over changes to its retirement funds, leading to higher tax bills for investors.

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Can Bitcoin Become Bigger than the Internet Itself? Maybe

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Adoption of the cryptocurrency has outpaced other transformative technologies like the internet and mobile phones.

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Integrated Partners’ Rob Sandrew on Market Corrections and ‘New Blood’

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The chief growth officer is at the forefront of preparing RIAs to grow their businesses and train advisors for the future.

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KPMG Wants to Open Up its Very Own Law Firm

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Rest assured, competitors Deloitte, Ernst & Young, and PricewaterhouseCoopers are likely to follow in KPMG’s tracks.

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Trump, Crypto’s Intended White Knight, Immediately Worries the Industry

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For the crypto industry, President Trump is something of an enigma. But the launch of the Trump family coins was a bit, well, embarrassing.

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What Does It Mean to Live Under a National Energy Emergency?

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President Donald Trump used the first hours of his second term in office Monday to make the emergency declaration.

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Santander Considers Leaving UK as It Ramps Up to Full-Service Digital Bank in US

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Not long after pledging to operate a digital bank in America, Spain’s most valuable lender is reevaluating its business in the UK.

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Under Trump 2.0, EU’s Big Tech Enforcement Becomes a Sovereignty Issue

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The EU wants everyone to know it has no intention of genuflecting toward a new Trump administration and won’t stop doling out Big Tech fines.

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TikTok Restored Services in the US. Now What?

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After a brief blackout period from late Saturday, TikTok began restoring services to US users on Sunday morning.

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The State of the Billionaire Space Race

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Blue Origin is going slower than SpaceX, but it also nailed a massive rocket launch on the first try. Jeff Bezos is back in the space race.

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Crypto-Friendly Neo-Broker eToro Files for IPO

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The listing marks a potentially triumphant comeback story and an insult of sorts to the embattled London stock exchange.

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Oil Markets Show Signs of Resilience and Retreat as 2025 Gets Underway

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With the way things are going today, it’s becoming increasingly hard to figure out what’s going on with the oil market.

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The TikTok Ban Looms But Nobody Can Agree On What That Means

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The clock is ticking on TikTok. Or is it? And if it is, whose hand is on the alarm setting as of this morning?

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Nvidia’s Quest for the ‘Self-Aware Data Center’

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The chip giant’s patent history signals its ideas for the future of the data center.

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How to Find the ‘Perfect Hybrid’ For Your Enterprise

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‘We rushed into the cloud. It’s not necessarily the answer.’

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SEEQC Wants to Make Quantum Computing Less Complicated

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The startup raised $30 million from Booz Allen Hamilton Ventures, NordicNinja and others.

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Schwab, Blackstone Among Firms Fined By SEC Over Off-Channel Comms

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The controversial enforcement actions have been called a “cash cow” by Commissioner Hester Peirce.

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JPMorgan, Citi, Wells, Goldman Crush Q4 Earnings

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Wall Street ended 2024 on a high note, providing investors with a sigh of relief as we enter the new year.

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4 Billion-Dollar ETF Busts from 2024

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A quartet of ETFs faceplanted last year, but they could mount a comeback this year.

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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

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

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Why Access Controls May Be AI’s Biggest Security Vulnerability

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