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When to Dump that Expensive Investment Fund 
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Feast or Fluke? US Home Sales Hit Highest in Almost Four Years Photo by Aiden Frazier via Unsplash 
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Merrill Sues Dynasty, Schwab Over $129 Billion Breakaway Photo by JHVEPhoto via iStock 
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How Advisors Suss Out Money Launderers Photo by Sasun Bughdaryan via Unsplash 
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AI Bots Passed the CFA Level III Exam. An Estate-Planning Test Was a Different Story Photo by Nguyen Dang Hoang Nhu via Unsplash 
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What’s the Meme-ing of Plug Power’s Winning Streak? Photo via Plug Power 
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Boeing Sees Clearing Skies Ahead as Jetliner Sales Soar Photo via Boeing 
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Is Powell Snubbing Interest in 2nd Fed Rate Cut? Photo by Federal Reserve Board via Public Domain Mark 1.0 
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The New $100,000 H-1B Visa Application Will Impact Asset Managers Photo by Getty Images via Unsplash 
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Morningstar Analysis Points to ‘Misleading’ Data on YieldMax ETFs Photo by Curated Lifestyle via Unsplash 
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ETF Investors Are Overwhelmingly Young. Can Issuers Expand Their Reach? Photo by Getty Images via Unsplash 
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Is Ray Dalio’s All-Weather ETF Appropriate for a Long Summer? Photo via Amy Harris/Invision/AP 
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Silicon Valley Confusion Over H-1B Visa Spurs Tech Plunge in India Photo by Getty Images via Unsplash 
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Advisor Upside
Financial advisor news, market insights, and practice management essentials.
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Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy Photo by Planet Volumes via Unsplash 
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Fiserv Loses Nearly Half Its Market Cap After ‘Abysmal’ Quarter Photo by hapabapa via iStock 
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Amazon Job Cuts Broaden Big Tech’s Layoff Barrage Photo via CentralITAlliance 
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