Artificial intelligence

Advisor Upside

Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

While predicting the future of the global economy is anybody’s guess, today’s normal is unlikely to continue.

3 min read

Photo by Solen Feyissa via Unsplash

Artificial Intelligence

China’s Revolutionary DeepSeek Turns to American Hardware for Upgrade

Seven months after DeepSeek’s debut, it appears the company needs some American rocket power to get its AI Sputnik off the ground.

2 min read
Photo by Emily Bernal via Unsplash

Artificial Intelligence

Is There Life After AI for Big Software?

It’s not quite code-blooded murder, but shares of software companies like Adobe and Workday have been beaten to a bloody pulp.

2 min read
Photo via Graeme Sloan/Sipa USA/Newscom

ETF Upside

SEC, Congress Want Regulations to Oversee AI Experiments

Financial services firms could test uses for AI in “regulatory sandboxes,” according to legislation introduced last week.

1 min read

Advisor Upside

AI Set to Play More of a Role in Investment Selection

Photo by AndreyPopov via iStock

Many advisors see AI as a big influencer in their jobs in the future, and one researcher expects the technology to be acting as a fiduciary in a few years.

2 min read

Advisor Upside

Referrals Are Still King, Even In the Era of AI

Photo via Yichuan Cao/Sipa USA/Newscom

Growth across the RIA industry remains robust, but AI helps top performers stand apart from the crowd, according to a new Schwab report.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Popov via iStock

Advisor Upside

Record RIA Growth Is Great. Here’s the Catch

Investment Adviser Industry report shows where and how the advice industry is evolving.

4 min read
Photo illustration by Connor Lin / The Daily Upside

Energy

Amping Up: Harnessing Innovation and Efficiency to Modernize the US Power Grid

The current surge in energy demand is virtually unprecedented since the mass effort to electrify America immediately following World War II.

5 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

How the CFP Board Is Leading the Charge on AI

The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

2 min read

Advisor Upside

How Advisors Can Avoid Becoming Over-Reliant on AI

Photo by Tara Winstead via Pexels

Even for grunt work tasks, unchecked AI use can wind up hurting relationships.

1 min read

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

Advisor Upside

Wells Fargo’s Hot on Energy, Financials. Not so Much on Consumers

The bank outlined where it intends to allocate investments over the next year and a half during a midyear outlook event.

2 min read
Photo via Richard B. Levine/Newscom

Artificial Intelligence

Palantir Becomes Trump Trade’s Big Winner

Palantir’s share price has soared some 77% year-to-date on the backs of key federal government contracts, to hit a record valuation on Monday.

2 min read
Photo via U.S. Patent and Trademark Office

CIO Upside

IBM Patent Introduces Context to Fix Hallucinations

“By introducing such context, there is a greater confidence that the output of the artificial intelligence model is more accurate.”

1 min read

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