FA Upside

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

Industry News

Vanguard Sets Sights on Active Fixed Income

Photo via Connor Lin / The Daily Upside

Vanguard CEO Salim Ramji sees massive opportunities in active fixed income, and said it will play a larger role in retirement saving.

2 min read

Industry News

New ETFs Help Clients Defer Taxes like the Super Rich

Photo by TravelingOtter via CC BY-SA 2.0

2 min read
JPMorgan Wants In on the Great White North

Photo by Wladyslaw via CC BY-SA 3.0

1 min read
Schwab Says Farewell to Retiring CEO Walt Bettinger

Photo by PiggyBank via Unsplash

1 min read

Financial Planning

Almost Half of America Doesn’t Have Enough to Retire

Photo by SHVETS Production via Pexels

A Morningstar report found that 45% of Americans will experience retirement-funding shortfalls, motivating some to work into their 70s.

1 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

M&A

Creative Planning Sells Minority Stake to TPG

Photo via Connor Lin / The Daily Upside

TPG acquired a minority stake in one of America’s largest independent wealth managers, which could put the advisor’s valuation at $15 billion.

1 min read

Industry News

Sinking Fees Are Creating ‘Leaky Boats’ for Asset Managers

Photo by Fauxels via Pexels

Roughly $180 billion in assets flowed out of more expensive equity funds in the first half of the year.

1 min read

Practice Management

Fiduciary Ad Campaigns May Be Hitting Home

Photo via Connor Lin / The Daily Upside

More than 6 in 10 retail clients said they are now considering paying for professional advice, according to research from Cerulli.

2 min read

Practice Management

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

Industry News

UBS Looks to Tap India’s Private Wealth Market

Photo by Rupixen via Unsplash

The Swiss bank UBS reportedly wants in on the wealth market in India and is considering buying a stake in a local firm to give it a foothold.

2 min read