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Advisor Upside

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

Forget Client Referrals. How Advisors Are Building a ‘Circle of Influence’ Instead

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2 min read
Bitcoin, Solana, Ethereum. How to Explain Cryptocurrencies to Clients

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2 min read
Metals Went from Record Highs to a Historic Selloff. What’s Next for Silver, Platinum, Palladium?

4 min read

Consumer

Can An Ex-Walmart Exec Help Rescue Kroger?

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2 min read

ETF Upside

Can Crypto Be Converted Using 351 Exchanges? It’s Complicated

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Some think cryptocurrencies can be converted into ETFs tax-deferred, but few have actually tried it.

1 min read

Blockchain

Strategy Loses Billions on Massive Bitcoin Hoard

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From 2020 to 2024, Strategy’s shares surged 3,500% as its stock appealed to investors that didn’t want to directly deal with bitcoin.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Roundhill Files for All-or-Nothing-Style ETFs for Market Indexes
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Skip the Super Bowl Parlay. These ETFs Offer a Way to Invest in Sports
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Vanguard Just Cut Fees, Again
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Yeehaw: Trump’s Truth Social Funds to Acquire God Bless America ETF (YALL)

Advisor Upside

Will Bad Bunny Wear a Dress? Here Are the Strangest Super Bowl Event Contracts

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With prediction markets fueling a $10 billion sports betting industry, the wagers can get … interesting.

2 min read

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