Industry News

Advisor Upside

LPL’s Stock Price Sinks as Commonwealth Deal Closes

Photo via Kris Tripplaar/Sipa USA/Newscom

There have been reports of advisors leaving, as well as a race among competitors for the industry talent that went up for grabs.

1 min read

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Advisor Upside

NASAA Proposes New Marketing Guidelines

The investor protection organization wants its advertising rules to align more closely with federal standards.

1 min read
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Advisor Upside

Women Advisors Now Make Up 24% of Workforce. There’s a Long Way to Go

The industry is far from parity, but progress has been made over the past decade.

2 min read
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Advisor Upside

New Stablecoin Bills Are Normalizing Crypto for Advisors

Experts said the GENIUS Act, signed into law this month, will make advisors more confident about getting into digital currencies.

2 min read

Advisor Upside

Treasury Delays Anti-Money-Laundering Rule to 2028

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Finalized last summer, the proposal intends to address issues like terrorist financing and foreign corruption in America’s advisory industry.

1 min read

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Advisor Upside

Bonsai With Clients? Here Are Advisors’ Favorite Pastimes

Golfing and camping topped the list, according to a recent AdvizorPro survey.

2 min read
Photo via Rafael Henrique/ZUMAPRESS/Newscom

Advisor Upside

Vanguard Made a Single Acquisition. Now, It’s Getting Sued

The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

2 min read
Photo via imageBROKER/Timon Schneider/Newscom

Advisor Upside

What iCapital’s $820M Funding Means for Private Markets

The firm said the funding will go toward acquisitions and tech innovation.

2 min read

ETF Upside

Tariff Fallout Hasn’t Hit Markets Yet. Issuers Say That Could Change

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Strategists from Allianz and Invesco are cautioning investors about market performance in the second half of the year.

2 min read

Advisor Upside

Trump’s ‘Big, Beautiful Bill’ Is a ‘Mixed Bag’ for Advisors

Photo via Chris Kleponis-CNP/Picture Alliance/Consolidated News Photos/Newscom

Some worry about adding to the already ballooning national debt, while others applaud extending the Tax Cuts and Jobs Act.

2 min read

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Advisor Upside

Advisors Scrutinize Bill to Ease Rules for Accredited Investors

The proposal is designed to give a larger swath of investors access to private offerings.

2 min read
Photo via imageBROKER/Jim West/Newscom

Advisor Upside

Social Security Insolvency Looming Closer Than Expected

The Social Security trust funds will only be able to pay out 77% of benefits by 2034, a new report from the administration found.

2 min read
US Senator Bill Hagerty. Photo via Aaron Schwartz/Sipa USA/Newscom.

Advisor Upside

What the GENIUS Act Means for Stablecoins and Advisors

The bill would require tokens to be backed by liquid assets including the US dollar and short-term Treasury bills.

2 min read

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