FA Upside

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

Investing Strategies

What’s Going on With Muni Bonds?

Photo by Mohamad Faizal Bin Ramli via iStock

Investors appear to be punishing the muni market, which comprises about 9% of the $47 trillion US bond industry.

4 min read

Industry News

What the GENIUS Act Means for Stablecoins and Advisors

US Senator Bill Hagerty. Photo via Aaron Schwartz/Sipa USA/Newscom.

2 min read
What the SEC’s Scrapping of Biden-Era Proposals Means for Advisors

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
Goldman, Morgan Stanley, JPMorgan Layoffs to Hit Northeast

Photo by David Jones via Unsplash

2 min read

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

Practice Management

Why UBS Is the Only Wirehouse to Allow Podcasting

For years, Mitch Slater urged UBS to let its advisors launch their own shows. Now, more than 50 advisors have them.

2 min read
Photo by Tara Winstead via Pexels

Practice Management

How Advisors Can Avoid Becoming Over-Reliant on AI

Even for grunt work tasks, unchecked AI use can wind up hurting relationships.

1 min read
Photo via Wu Xiaoling/Xinhua News Agency/Newscom

Practice Management

What Advisors Can Learn from the NBA Finals

While talent is crucial, success hinges on a leader’s ability to unite individuals behind a common goal.

3 min read

Investing Strategies

Wells Fargo’s Hot on Energy, Financials. Not so Much on Consumers

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

The bank outlined where it intends to allocate investments over the next year and a half during a midyear outlook event.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

Photo via Jimin Kim/ZUMAPRESS/Newscom

Advisors Go Risk-On Heading Into 2H

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Krittiraj Adchasai and Cherezoff via iStock

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

4 min read
Photo by Michael Förtsch via Unsplash

Bitcoin Rules for Now, but the Crypto Landscape Is Vast

2 min read
Photo by Jelena2810 via Pixabay

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

4 min read

Practice Management

How Advisors Can Harness Media to Reach Gen Z

Photo by Austin Distel via Unsplash

Advisors need to embrace social media, podcasting, and client testimonials if they want to reach Gen Z clients, marketing experts say.

2 min read

Practice Management

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

Photo by Kateryna Hliznitsova via Unsplash

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

2 min read

Investing Strategies

Wedbush and Dan Ives Launch AI Revolution ETF

Photo by Christina Morillo via Pexels

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

2 min read

Practice Management

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

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Why Thrivent Wants to Hire Nearly 600 Advisors this Year
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Advisors’ Ultimate Defense Against Cyberattacks: Humans
Photo by Mike Mozart via CC BY 2.0

Schwab Dangles a Consulting Service for Indy Advisors
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?

Investing Strategies

ETFs Unfazed by Market Volatility

Photo by Planet Volumes via Unsplash

The vehicles have seen $427 billion in inflows, outpacing the roughly $301 billion from last year, per Morningstar.

2 min read

Photo by Adolfo Félix via Unsplash

Industry News

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

The research found the traditional view of 2% annual growth in GDP isn’t likely to pan out.

2 min read
Photo by Getty Images via Unsplash

Financial Planning

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

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

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

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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