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Advisor Upside

Schwab Becomes Latest Brokerage to Scrap Robo Service

Photo by Mike Mozart via CC BY 2.0

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

2 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.

Advisor Upside

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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Advisor Upside

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

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

Advisor Upside

There Are Now More 401(k) Millionaires Than Ever

Photo by Katelyn Perry via Unsplash

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

2 min read

Advisor Upside

Advisors Are Watching These Tax Law Changes in 2026

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

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

Advisor Upside

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

Photo via Jimin Kim/ZUMAPRESS/Newscom

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
Photo by Mike Mozart via CC BY 2.0

Advisor Upside

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

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

2 min read
Photo by Danielvfung via iStock

Advisor Upside

JPMorgan Tokenizes PE Fund on In-house Blockchain

The move comes before the bank’s full rollout of its tokenization platform next year.

1 min read

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