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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

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

ETF Upside

Clients Are Holding Highly Leveraged ETFs Way Too Long

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The UK’s Financial Conduct Authority recently released data that found most investors aren’t using leveraged ETPs properly.

2 min read

Markets

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

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

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

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Alena Kravchenko via iStock

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?

Advisor Upside

Do Clients Really Trust AI with Money Questions?

Photo by SeventyFour via iStock

Nearly half of Americans say AI beats everyone they know regarding financial guidance, according to a new survey.

1 min read

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