FA Upside

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

Investing Strategies

How Advisors Are Tapping New ETF Strategies in 2026

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If this year proved that ETFs can house almost any asset class, next year will be about putting them to good use.

4 min read

Industry News

Why Schwab Raised Asset Minimums on ‘Fly Paper’ Referral Program

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1 min read
Schwab Scraps its Premium Robo Advisor Platform

Photo by Mike Mozart via CC BY 2.0

2 min read
Vanguard Warms Up to Crypto, Sort Of

From left: Bloomberg Senior Research Analyst James Seyffart, Head of Vanguard Global Quantitative Equity Group John Ameriks. Photo by Griffin Kelly / The Daily Upside.

2 min read

Investing Strategies

Are Model Portfolios Key to Alt Adoption?

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Many advisors are unfamiliar with alternatives, like private assets, but model portfolios could be the perfect entryway.

1 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

4 Investment Predictions for 2026

3 min read
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Allspring Sees Big Opportunities for Small- and Mid-cap Equities in ’26

1 min read
Photo via Ocean Park Asset Management

Meep, Meep: Ocean Park CIO James St. Aubin talks AI Bubble, Regulatory Shifts and Looney Tunes

4 min read
How Advisors Are Weighing the Risks of an AI Bubble

4 min read

Industry News

What Do Advisors Think of a White House-Aligned Fed Chair?

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Wealth managers have reservations on whether the next chair will remain independent of political influence.

2 min read

Industry News

SEC Halts Filings of Highly Leveraged ETFs

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1 min read

Industry News

Tree Hugging or Greenwashing? BlackRock’s in ESG Hot Seat Either Way

Photo via Yuri Gripas

The world’s largest asset manager is caught in the crossfire between critics who say it’s pushing ESG too aggressively, and those who insist it’s not doing nearly enough.

2 min read

Practice Management

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

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What Will M&A Look Like in 2026?
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Advisors Are Adding More Services. Clients Aren’t Using Them
Photo via Financial Planning Association

How New FPA CEO Dennis Moore Plans to Shake Up Planning
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Selling a Firm? Here’s How To Boost Valuations

Financial Planning

How BeFi Can Calm Clients’ Retirement Fears

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The way advisors communicate retirement outcomes can dramatically improve client optimism.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Pixpine Mockups and Anthony Behar/Sipa USA/Newscom

Industry News

Advisors Are Watching These Tax Law Changes in 2026

New tax laws including the One Big Beautiful Bill Act present novel risks and opportunities when filing next year’s tax returns.

4 min read
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Financial Planning

What’s Going On In Clients’ Heads? Don’t Ask AI

Client risk aversion shifts constantly, and advisors must navigate those changes while technology becomes more prominent in investment management.

2 min read
Photo by Michael Lee via Unsplash

Industry News

Why More Advisors Are Outsourcing to Model Portfolios

2 min read

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Market insights, practice essentials, and industry updates.