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

Investors Trade in Stocks for Bonds After Big Gains in 2025

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2 min read
LPL Moves Closer to Commonwealth Retention Goals as Profit Climbs 11%

Photo via LPL Financial

1 min read
What’s the Game Plan for Advising Young Sports Stars?

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2 min read

Artificial Intelligence

Anthropic Claude’s Legal Plugin Poses AI Threat to Big Law’s Billable Hours

Photo via Graeme Sloan/Sipa USA/Newscom

Shares of legal data service provider Thomson Reuters fell roughly 16% on Tuesday, while shares of LexisNexis parent company RELX fell 14%.

2 min read

ETF Upside

Vanguard Just Cut Fees, Again

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It’s like maintaining a buzz cut, going to the barber and having millimeters shaved off the top.

2 min read

Advisor Upside

RIA Boom Redraws Wealth Management Map

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

Assets at independent advisory firms grew at an annualized rate of 11% over the past five years, while wirehouse assets increased just 8.5%, according to recent data.

5 min read

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

Banking

Luxury Card Cage Match Heats Up With Rising Perks, Prices

Credit card issuers are enticing big spenders with luxurious perks and prestige brands, funded in part by fees that are higher than ever.

5 min read
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Private Equity

Blackstone Hits Dealmaking ‘Escape Velocity’

Nobody is happier about the exit uptick than Blackstone executives, whose realized performance compensation reached $1.1 billion in 2025.

2 min read
Photo via Tom Williams/CQ Roll Call/Newscom

Big Tech

‘Bigger Than Bigger’ iPhone 17 Sales Drive Apple Revenue to Record High

Analysts think customers bought new iPhones for a boring reason: It was simply time to upgrade their old device.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Gold ETFs Shine as Prices Hit New Highs
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Behind BlackRock’s Proposed Bitcoin Premium Income ETF
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Move Over Mutual Funds, All-ETF Portfolios Are on the Rise
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Clients Are Holding Highly Leveraged ETFs Way Too Long

Artificial Intelligence

Amazon’s Latest Layoffs Add Fuel to White-Collar Recession

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Recent layoffs at Amazon, Meta, Pinterest and chemicals company Dow are bringing fears of robots taking human jobs to a boiling point.

2 min read

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