Industry News

Advisor Upside

Why Wirehouses Are Losing Fewer Advisors

Photo by Andrew Teoh via Unsplash

The industry’s largest firms are working to keep their workforce happy and changing how advisors move.

2 min read

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Advisor Upside

Wall Street Reports a Mixed Earnings Bag in Q4

The country’s biggest banks released quarterly reports this week, while their stock prices slumped.

2 min read
Photo via Daniel J. Galli & Associates

Advisor Upside

Class Is in Session with New FPA President Dan Galli

Galli’s former life as an elementary school teacher and the mindset to break down complicated topics is what drives his work as an advisor today.

4 min read
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Advisor Upside

Goldman, BNY Pershing Break into the Client Referral Game

The companies will match advisors with retail clients and compete with similar programs from Fidelity and Charles Schwab.

2 min read

Advisor Upside

Caroline Crenshaw’s SEC Exit Leaves Behind an All-Republican Commission

Photo via U.S. Securities and Exchange Commission

2 min read

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Advisor Upside

Why Schwab Raised Asset Minimums on ‘Fly Paper’ Referral Program

The brokerage doubled the minimum AUM requirement in its Schwab Advisor Network to $500 million recently.

1 min read
Photo by Mike Mozart via CC BY 2.0

Advisor Upside

Schwab Scraps its Premium Robo Advisor Platform

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

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

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

Photo via Michael Brochstein/ZUMAPRESS/Newscom

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
Photo by Michael Lee via Unsplash

Advisor Upside

Why More Advisors Are Outsourcing to Model Portfolios

2 min read

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