FA Upside

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

Financial Planning

Do Clients Really Trust AI with Money Questions?

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Nearly half of Americans say AI beats everyone they know regarding financial guidance, according to a new survey.

1 min read

Industry News

JPMorgan Topples Dimensional for Active ETF Crown

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2 min read
CFP Board Taps K. Dane Snowden as Next CEO

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1 min read
Why Wirehouses Are Losing Fewer Advisors

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2 min read

Industry News

Wall Street Reports a Mixed Earnings Bag in Q4

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The country’s biggest banks released quarterly reports this week, while their stock prices slumped.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

Financial Planning

Will Millionaire Taxes Send UHNW Clients Packing?

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Shipping clients off to Texas or Florida, where there are no income taxes, is far from the first option advisors consider.

1 min read

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Industry News

Goldman, BNY Pershing Break into the Client Referral Game

The companies will match advisors with retail clients and compete with similar programs from Fidelity and Charles Schwab.

2 min read
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Financial Planning

Younger Americans Enter Workplace Retirement Plans Earlier than Gen X, Boomers

The head start and greater financial confidence is translating to more younger clients for advisors.

2 min read
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Industry News

Caroline Crenshaw’s SEC Exit Leaves Behind an All-Republican Commission

2 min read

Practice Management

Advisors Share New Year’s Resolutions for 2026

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2 min read

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

Practice Management

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

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How Advisors Are Giving Back This Holiday Season
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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
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How New FPA CEO Dennis Moore Plans to Shake Up Planning

Investing Strategies

Advisors Target Diversification in 2026 Strategies as Mag 7 Risk Rises

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Reducing exposure to top tech stocks such as Alphabet, Nvidia and Tesla and keeping an eye on valuations are among advisors’ top priorities.

4 min read

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Industry News

Schwab Scraps its Premium Robo Advisor Platform

Low profit margins and scalability likely contributed to Schwab’s decision to close its premium robo tier.

2 min read
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Investing Strategies

Are Model Portfolios Key to Alt Adoption?

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

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

Industry News

Vanguard Warms Up to Crypto, Sort Of

The firm isn’t fully convinced of crypto’s place in portfolios, with one executive likening it to a ‘digital Labubu.’

2 min read

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Market insights, practice essentials, and industry updates.