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Advisor Upside

Vanguard Took the ETF Asset Crown. Here’s Why It Matters

Photo via Connor Lin / The Daily Upside

The changing of the guard is proof that retail and advised clients, with much longer time horizons, are prioritizing low-cost passive funds.

2 min read

Photo via Rise Growth Partners

Advisor Upside

Joe Duran on Active Management, Insurance and Following Sheep

Rise Growth Partners backed a $5.7 billion fee-only registered investment advisor this week and is already in talks to land future deals.

3 min read
Photo by Andrew Neel via Pexels

Advisor Upside

Robinhood’s Robo Advisor Has a Major Leg Up: 25 Million Users

SEC filings reveal Robinhood’s plans to offer an affordable robo-advisor that’s on par with the competitors.

2 min read
Photo via CFP Board

Advisor Upside

CFP Board CEO Kevin Keller to Retire After 18 Years

The organization dedicated to financial planning will engage an outside firm to help search for a replacement.

2 min read

Advisor Upside

Don’t Mess With Texas Stock Exchange’s $161m Raise

Photo by Ray Shrewsberry via Unsplash

The project would provide a venue for smaller, private companies to list, and open up new investment opportunities for clients.

2 min read

Advisor Upside

SEC Could Hit Ground Running on Crypto, Private Equity, ESG

Photo by Krblokhin via iStock

Mark Uyeda will serve as interim Securities and Exchange Commission Chair, while Paul Atkins awaits confirmation.

2 min read

Advisor Upside

Ads Featuring Burning Dollar Bills? UK Watchdog Says Nope

Photo by Jp Valery via Unsplash

The UK Advertising Standards Authority said Wahed Invest can no longer run posters with flaming US and EU bills.

1 min read

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