wealth mangement

Industry News

AI Won’t Replace Advisors. But It Will Transform the Industry.

Photo illustration by Connor Lin / The Daily Upside, Photos by Gzorgz and iLexx via iStock

AI won’t treat us to a round of golf to discuss investment strategies. But the technology is already a game changer for financial advisors

5 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

CI Financial to be Taken Private in Deal with Mubadala Capital

The deal expands Mubadala Capital’s reach in the US while giving CI Financial additional backing after years of snapping up RIAs.

1 min read
Photo by PiggyBank via Unsplash

Advisor Upside

Robinhood Targets Wealth Management with TradePMR Deal

The free trading platform aims to connect its retail investors to services traditionally saved for wealthier investors.

2 min read
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Advisor Upside

Credit Scores May Help Advisors Recognize Cognitive Decline

Missed credit card and mortgage payments may be signs of Alzheimer’s and dementia, New York Federal Reserve research suggests.

1 min read

Advisor Upside

Inside Wells Fargo’s Bet on Independent Advisors

Photo by Sven Piper via Unsplash

The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

2 min read

Photo by Chevanon Photography via Pexels

Markets

Coffee and Chocolate Are the Reigning Commodity Kings

The tight supply of both beans meant trading prices were extremely volatile, and the result was that cocoa almost tripled in price last year.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Richard Darko via iStock

Alternatives

Collectibles are Fun but Risky Investments

A portfolio doesn’t have to be just stocks and bonds. You can add something a little more fun, say your favorite vintage baseball cards.

4 min read
Photo by Brett Sayles via Pexels

Artificial Intelligence

Biden Administration Eyes Data Center Regulations

Which way Trump will lean on the issue is difficult to say, though tech companies have worked hard to curry the incoming president’s favor.

2 min read

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