The Daily Upside

Patent Drop

Meta Patent Could Make AI Both Personalized and Private

Photo via U.S. Patent and Trademark Office

Tech like this could keep Meta’s models from prompt attack data slips — or at least give it some “thought leadership brownie points.”

2 min read
Patent Drop

Salesforce Multilingual AI Patent Could Boost AI Agent Ambitions

Photo via U.S. Patent and Trademark Office

AI that only performs well in so-called “high-resource languages” isn’t going to be useful for many people.

2 min read
Advisor Upside

Dynasty’s Shirl Penney on Hurricanes and the American Dream

Photo via Dynasty Financial Partners

The CEO of Dynasty Financial Partners landed new funding from top financial services firms as a hurricane barreled down on his Florida home.

2 min read
Advisor Upside

Clients Trading Their Own Crypto? Advisors Say Not So Fast.

Photo by Jonathan Borba via Pexels

Wealth managers are getting held-away crypto assets in-house through ETFs and separately managed accounts.

1 min read

Advisor Upside

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

Goldman Sachs Taps a New Generation of Leadership Ahead of Deals Boom

June 2, 2025, New York, United States: A Wall Street road sign is seen in the Financial District in Manhattan, New York City. (Credit Image: © Jimin Kim/SOPA Images via ZUMA Press Wire) (Newscom TagID: zumaglobalsixteen137558.jpg) [Photo via Newscom]

2 min read
Mistral CEO Says the Company Wants an IPO

Photo via Connor Lin / The Daily Upside

1 min read
Is Trump Pivoting From a Trade War to an International Tax Fight?

Photo by Kostas Dimopoulos via Pexels

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.