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

LPL Might Not Retain 90% of Commonwealth Advisors. Why That’s Not Necessarily a Problem

Photo via LPL Financial

2 min read
Succession Headaches Are Fueling M&A Activity

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2 min read
AI Competency May Be the Next Fiduciary Requirement

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4 min read

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Financial Planning

3 Big Ways AI Can Smooth Your Road to Retirement

Large language models are not only reshaping recruiting and hiring methods but also how workers approach retirement savings and planning.

3 min read
Photo via USA Rare Earth

Industries

Trump Bolsters Critical Minerals Pipeline with $1.6 Billion Stake in USA Rare Earth

The Trump administration made another move towards shoring up a US rare earth supply chain by taking a stake in an Oklahoma-based miner.

2 min read
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Real Estate

Home Remodeling Set to Slow in Sluggish Sign for Housing Market

New data on Americans’ home improvement plans hints at a potential slowdown in the US housing market slowdown towards the end of 2026.

2 min read

Technology

Can Big Tech Earnings Soothe Investors’ AI Bubble Worries?

Photo via Liu Yanan / Xinhua News Agency/Newscom

As major tech companies tee up earnings reports this weeks, shareholders are hoping their massive AI investments start generating returns.

2 min read

Advisor Upside

Inside Envestnet’s $1B Bet on Growth with CEO Chris Todd

Photo via Envestnet

After a take-private deal in 2024, the company recently announced a $1 billion spending spree to supercharge growth.

5 min read

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

Markets

Limbo for Longer: Don’t Expect More Fed Rate Cuts Before Mid-2026

2026 presents a catch-22 for the Fed. It normally cuts rates to buoy hiring, which tightened last year, but that could drive up inflation.

5 min read
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Semiconductors

Supply Shortages Send Intel Stock Sputtering

The good news is that CFO David Zinsner said that the company expects its supply to rebound through the rest of the year.

1 min read
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Banking

Huntington Bank’s 21% Growth Shows Main Street’s up for Borrowing

Huntington Bancshares reported that its average commercial loans grew 12% from the prior quarter and 21% from a year ago in Q4.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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NYSE to Build 24/7 Tokenized Securities Trading Platform
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What Drives Gen Z’s ETF Choices?
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Global X to Launch a Space Tech ETF
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Are ETFs That Hold a Little Bit of Private Assets a Big Deal?

Consumer

Procter & Gamble Lathers Up a Turnaround

Photo by RobsonPL via iStock

While P&G has seen low demand for a wide swath of products, not everything in its portfolio was in the red.

2 min read

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