The Daily Upside

Real Estate

Feast or Fluke? US Home Sales Hit Highest in Almost Four Years

Photo by Aiden Frazier via Unsplash

The roaring August demand put a serious dent in the glut of new homes on the market, with inventory falling to the lowest level this year.

2 min read
Advisor Upside

Merrill Sues Dynasty, Schwab Over $129 Billion Breakaway

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A suit followed an announcement that 160 breakaway advisors are launching their own RIA called OpenArc.

2 min read
Advisor Upside

How Advisors Suss Out Money Launderers

Photo by Sasun Bughdaryan via Unsplash

Many financial institutions are only just ahead of the curve for properly identifying suspicious activity.

2 min read
Advisor Upside

AI Bots Passed the CFA Level III Exam. An Estate-Planning Test Was a Different Story

Photo by Nguyen Dang Hoang Nhu via Unsplash

Performance gaps underscore the critical need for continued human oversight in financial decision-making.

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Banking on a Fed Rate Cut Today, Investors Look for Hints of What’s Next

Photo via Annabelle Gordon/Sipa USA/Newscom

1 min read
UPS Eliminates 48,000 Jobs While Working Toward $3.5 Billion Cost-Cutting Target

Photo via Lindsey Nicholson/UCG/Universal Images Group/Newscom

2 min read
Microsoft, OpenAI (Finally) Finalize Terms of Not-Quite Divorce

Photo via Mattie Neretin/Sipa USA/Newscom

2 min read

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