FA Upside

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

Financial Planning

Financial Uncertainty Spurs Anxiety and Depression

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Nearly 70% of Americans said financial uncertainty has made them anxious and depressed, according to a Northwestern Mutual report.

2 min read

Industry News

Goldman, Morgan Stanley, JPMorgan Layoffs to Hit Northeast

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2 min read
RIA Headcount, AUM Shattered Records in 2024

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1 min read
Vanguard’s Latest 10-Year Forecast Pits Global Debt vs. AI

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2 min read

Practice Management

Morgan Stanley, American Funds Earn Top Rankings From Financial Advisors

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Fees and returns are important to advisors, but so are branding and customer service.

1 min read

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Financial Planning

Retirement Contributions Hit All-Time High, Fidelity Says

Fidelity’s Q1 2025 report found that Americans are putting income into their 401(k)s at record rates.

2 min read
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Investing Strategies

Does Gold Still Make Sense After Hitting All-Time Highs?

Despite a pullback in May, the speed of the rally took even longtime gold watchers by surprise.

4 min read
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Practice Management

There’s Almost 600K More Millionaires. That’s Not Necessarily a Good Thing

Most children of HNW clients plan to switch advisors within two years of an inheritance.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

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Bitcoin Rules for Now, but the Crypto Landscape Is Vast

2 min read
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Bitcoin’s Record Rally Prompts Advisors to Take a Second Look

4 min read
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ETFs Unfazed by Market Volatility

2 min read
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Jamie Dimon Clears Bitcoin for JPMorgan Clients: ‘I Defend Your Right to Smoke’

2 min read

Investing Strategies

Wedbush and Dan Ives Launch AI Revolution ETF

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The fund, based on Ives’ proprietary research, targets companies leading the charge in robotics, semiconductor chips, retail products, and more.

2 min read

Financial Planning

Advisors Weigh In on Trump’s ‘Big, Beautiful’ Bill

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While some tax saving aspects could benefit clients, advisors said other provisions could negatively impact the economy at large.

2 min read

Practice Management

Advisors’ Ultimate Defense Against Cyberattacks: Humans

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Well-intentioned employees can easily fall into digital scammers’ traps.

1 min read

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Financial Planning

Advice on Life and Money from Jonathan Clements

What would you do if you found out you had 12 months to live?

5 min read
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Practice Management

Schwab Dangles a Consulting Service for Indy Advisors

The membership-based option may collide with other consulting and peer network services for new RIAs.

2 min read
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Investing Strategies

Jason Hsu’s Fundamentals Avoid ‘Sex and Sizzle’ of Value Investing

The Rayliant founder and CIO talks emerging markets, global trade, and Japanese growth.

3 min read

Practice Management

Actionable advice and frameworks for financial advisors to build larger more durable businesses.

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

Advisors Love Automated Assistants. But What’s the Future of AI?
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Clients are Getting Younger and Younger
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Advisors Eye Up Instagram’s Millions of Users
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Integrated Partners Gives Advisors a Hand Amid Rising Fraud

Industry News

Why Big Brokerages Like UBS, Goldman and JPMorgan Are Ditching Their Robo-Advisors

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A fundamental challenge for robo-advisors, at big brokerages and independent shops alike, has been the razor-thin margins.

2 min read

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