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Advisor Upside

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

Almost 11,200 Advisors Switched Firms Last Year

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2 min read
Merrill Lynch Becomes Latest Wall Street Firm to Launch AI Client Meeting Tool

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2 min read
Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs

Photo via Thomas Fuller/ZUMAPRESS/Newscom

2 min read

Finance

Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse

Photo via Matthias Balk/dpa/picture-alliance/Newscom

Is it possible Citrini underestimated the dopamine rush Millennials get when they use credit card points to book a “free” flight to Bali?

2 min read

ETF Upside

Behind the Tanker Shipping ETF Returning 450% YTD

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Amid the war with Iran, oil ETFs have been the strongest performers this year. The Breakwave Tanker Shipping ETF is different.

2 min read

Advisor Upside

AssetMark Becomes Latest Firm to Expand Tax Planning Tools

Photo via Connor Lin / The Daily Upside

The TAMP announced enhancements to its Adhesion platform.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Dimensional Launches First Active ETF Share Class
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Vanguard Finally Files for Junk Bond ETF Nearly Two Decades Later
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QQQ Gets an Equal Weight Buddy
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These ETFs Are Being Seeded with Tax-Free Exchanges

Advisor Upside

What Will Advisors Do if AI Takes Over the World?

Photo by Jason Richard via Unsplash

Most advisors aren’t too worried about AI taking their jobs, but some are already prepping for plan B.

3 min read

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