FA Upside

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

Practice Management

Advisors Increasingly in Scramble Mode Over Fee Pressure

Photo by Getty Images via Unsplash

Advisors are getting creative with more services and non-traditional fee models.

4 min read

Industry News

Social Security Insolvency Looming Closer Than Expected

Photo via imageBROKER/Jim West/Newscom

2 min read
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

Practice Management

How the CFP Board Is Leading the Charge on AI

Photo via Connor Lin / The Daily Upside

The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

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

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

2 min read
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

Practice Management

How Advisors Can Avoid Becoming Over-Reliant on AI

Photo by Tara Winstead via Pexels

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

1 min read

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

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

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

Industry News

Goldman, Morgan Stanley, JPMorgan Layoffs to Hit Northeast

Photo by David Jones via Unsplash

The major Wall Street firms plan to lay off hundreds of workers in June.

2 min read

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