FA Upside

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

Practice Management

More Than 75% of Advisors Will Work off Fees by Next Year

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Commission-based compensation structures are used by just 23% of advisors today, according to a Cerulli report.

2 min read

Industry News

Nasdaq to Open New Office on ‘Y’All Street’

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1 min read
LPL Seeks to Raise $4B in Fresh Capital

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1 min read
Trump DOL Expected to Abandon Fiduciary Rule, Again

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1 min read

ETFs

AllianceBernstein’s New Emerging Markets ETF May Get a Trump Bump

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The trade war doesn’t look so bad for international markets (at least not yet), and the trend away from US stocks could benefit emerging markets…

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

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Recession on the Horizon? Advisors Debate the 60/40

3 min read
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Advisors Navigate Choppy Waters after Trump Tariffs

2 min read
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Will Advisors Embrace ‘Breakthrough’ Private ETF From State Street, Apollo?

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

7 Deadly Investing Sins Clients Make

5 min read

Wealthtech

Ritholtz Execs Double Down on Fintech Startups

Photo via Connor Lin / The Daily Upside

CEO Josh Brown is investing in AI-powered lead generator FINNY, while director of research Michael Batnick is launching Exhibit A, a data visualization…

1 min read

Inflation & Prices

Inflation Expected to Outpace Income Growth in 2025

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More than half of US adults think inflation will increase this year and that’s more than double those who expect prices to come down, according to…

2 min read

Financial Planning

Clients Want to Dump Trump to Live Abroad. It’s Harder Than They Think

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Advisors play a critical role in what could become a life-changing decision for clients — starting a life in a new country.

2 min read

Practice Management

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

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Women Run the Investments in Most Homes: CFP Board
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Internet Streamers Need Advice Too. Advisors Are Playing Catch-Up
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Just a Third of Americans Are Confident Managing Their Finances
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Looming Advisor Shortage Could Top 100K Over Next Decade

Wealthtech

More than 8 in 10 Advisors Said They Now Use Generative AI

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Firms are building up their tech stacks with AI, according to a survey from Advisor360. They’re also expanding the C-suites.

1 min read

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Market insights, practice essentials, and industry updates.