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

Alts Goose Wall Street’s Wealth Units in Third Quarter

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2 min read
Credentials Essential: Advisors with Extra Letters Get More Referrals

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2 min read
It’s Not Easy Being Green in the Era of AI

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2 min read

Banking

Morgan Stanley’s Wealth Management Focus Is Paying Off

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Morgan Stanley’s wealth management business had a record third quarter, boosted by IPOs and the rising stock market.

2 min read

Practice Management

Watering the Garden: Getting the Organic Growth that RIAs Crave

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

Advisors’ growth rates from new clients and new assets are half of what they were less than 10 years ago. Ignore organic growth at your own risk, observers say.

3 min read

Artificial Intelligence

Is CoreWeave’s Tapestry of Debt Unraveling?

Photo via Jimin Kim/ZUMAPRESS/Newscom

CoreWeave’s credit swaps were priced at a nerve-rattling 60% chance of default on Thursday, according to ICE Data Services.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo via Invesco

Not Everything Needs to Be an ETF, Invesco’s Brian Hartigan says
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Why Gold ETF Inflows Surged Even as the Metal’s Price Fell
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Getting a Little Defensive? Investors Tiptoe into Utilities, Low-Vol Funds
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ETFs on Track to Outnumber Mutual Funds Early Next Year

Consumer

Delta’s Top Spenders Roll Up to the Plane in a Porsche

Photo via Delta Airlines

Premium ticket revenues rose 18% in the third quarter Delta reported earlier this month, while coach revenue increased 12%.

2 min read

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