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

Wealth and Asset Units for BlackRock, Goldman and More Shine in Q3

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2 min read
Volatility Shares Dares SEC to Approve 5x Leveraged ETFs

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2 min read
The Next AI Gold Rush May Be Compliance

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2 min read

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Industries

Umbrella Weather: Investors Rain on Travelers Despite Insurer’s Disaster Savings

The third quarter of the year is typically the most expensive time of year for insurers because of extreme weather events.

2 min read
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Semiconductors

TSMC Shrugs Off Shrinking Chinese Market Share

The company still makes more than 90% of the world’s most advanced AI chips and is a leading supplier for nearly every major tech firm.

2 min read
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Finance

Schwab’s Record Revenue Showcases Wall Street Bonanza From Trade Tumult, AI Revolution

Over one million brokerage accounts have now been opened with Charles Schwab for four consecutive quarters.

2 min read

ETF Upside

3 Ways to Build an Inflation-Adjusted Pension. Yes, There’s Even an ETF for That

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

No one knows the future, but high inflation could make some investments virtually worthless.

4 min read

Advisor Upside

Jay Shah Steps Down as Edelman Financial Engines CEO

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Shah will remain with the company until the end of the year in an advisory capacity.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Morgan Stanley Opens Up to Crypto ETFs. Who’s Next?
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Are Leveraged ETFs to Blame for Selloffs? JPM Says Yes
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UK-Based Baillie Gifford Takes the ETF Plunge Stateside
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BlackRock’s IBIT Is Nearing $100B in AUM. Everyone Else Might Be Chasing ‘Crumbs’

Banking

JPMorgan Pledges $10 Billion Investment in US National Security

Photo via Tschaen Eric/ZUMAPRESS/Newscom

In July, JPMorgan joined with Goldman Sachs to lend $1 billion to MP Materials, the largest rare earth producer in the US.

2 min read

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