Industry News

Advisor Upside

What Do Advisors Think of a White House-Aligned Fed Chair?

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Wealth managers have reservations on whether the next chair will remain independent of political influence.

2 min read

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Advisor Upside

JPMorgan Flags Rising Advisor Pay in 2026 Expense Forecast

JPMorgan consumer and community banking CEO Marianne Lake said costs may climb about 9% next year, partly because of incentive compensation.

1 min read
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Advisor Upside

There Are Now More 401(k) Millionaires Than Ever

High employer matching rates and a booming stock market have pushed retirement balances to record highs.

2 min read
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Advisor Upside

SEC Halts Filings of Highly Leveraged ETFs

1 min read

Advisor Upside

Tree Hugging or Greenwashing? BlackRock’s in ESG Hot Seat Either Way

Photo via Yuri Gripas

The world’s largest asset manager is caught in the crossfire between critics who say it’s pushing ESG too aggressively, and those who insist it’s not doing nearly enough.

2 min read

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Advisor Upside

Goldman Goes All In on Buffer ETFs with $2B Innovator Deal

The company, which is still new to the category, sees the case for buffer and defined-outcome ETFs growing as more people near retirement.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Pixpine Mockups and Anthony Behar/Sipa USA/Newscom

Advisor Upside

Advisors Are Watching These Tax Law Changes in 2026

New tax laws including the One Big Beautiful Bill Act present novel risks and opportunities when filing next year’s tax returns.

4 min read
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Advisor Upside

Why More Advisors Are Outsourcing to Model Portfolios

2 min read

Advisor Upside

SEC Zeroes In on Advisors Recommending Alternatives. Just Not Crypto

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Crypto’s exclusion further highlights the complete 180 Paul Atkins’s SEC has done on multiple issues from the previous administration.

2 min read

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Advisor Upside

Why US Bank, UBS, JPMorgan All Shut Down Their Robo Advisors

Thin margins are one reason, but the shutdowns don’t necessarily spell the end of automated advice.

2 min read
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Advisor Upside

Schwab Requires Customers to Update Login Credentials Shared with Third-Party Platforms

The recordkeeper said third-party fintech platforms used by advisors to access clients’ 401(k)s create security risks.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Liorpt via iStock and Chris Kleponis/ZUMAPRESS/Newscom

Advisor Upside

Tariff Turmoil Not ‘Rear View Mirror’ Yet: Schwab’s Liz Ann Sonders

The company’s chief investment strategist warned policy moves can take months or years to ripple through the broader economy.

5 min read

Advisor Upside

Behind Schwab’s $660M Deal for Private Asset Marketplace Forge

Photo by Mike Mozart via CC BY 2.0

Investors have bought and sold more than $17 billion in private company shares using the platform.

2 min read

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