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Advisor Upside

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

RIAs Excel in Client Retention but Need a Strategy for Boosting Referral Business

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2 min read
Inside Wall Street’s Blockbuster Second Quarter

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2 min read
Prenups Are on the Rise: Here’s How to Talk About Them With Clients

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2 min read

Finance

PayPal Unlikely to Bite on ‘Low-Ball’ $53B Offer from Stripe, Advent

Photo via Yichuan Cao/Sipa USA/Newscom

Despite its recent struggles, PayPal still has a massive 439 million consumer accounts while Stripe’s customers are mostly merchants.

2 min read

ETF Upside

Why This Ultra-Short Bond Fund Is Ultra-Popular

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SGOV from iShares may become the first ETF in its class to reach $100 billion in assets.

2 min read

Advisor Upside

Vanguard, Envestnet Team Up to Curb Tax Risks on Model Portfolio Conversions

Photo via Rafael Henrique/ZUMA Press/Newscom

Many advisors have been reluctant to move legacy portfolios into standardized models because doing so risks significant capital gains taxes.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Technology

Blue Origin’s First Quest for Outside Capital Gives Rival SpaceX a Boost

Photo via Michael Cain Jr./Sipa USA/Newscom

Blue Origin is taking outside funding for the first time in its quarter-century existents, to the tune of $10 billion

1 min read

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