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Advisor Upside

Will Client Testimonials Catch On With Advisors?

Photo by Dilok Klaisataporn via iStock

The SEC has allowed testimonials in advertisements since 2022, yet less than 10% of advisors use them.

1 min read
Media & Entertainment

Apple’s Film Division Finally Finishes First at Box Office

Photo via Apple TV+

While Apple has been able to produce a string of TV hits, making successful movies has proven a little more difficult.

2 min read
Consumer

Shein, Temu Sales Slide After Losing US Duty-Free Loophole

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In May, POTUS scrapped the “de minimis” exemption that allowed Shein and Temu to ship packages worth less than $800 to the US duty-free.

2 min read
Electric Vehicles

EV Dealerships Urge Slow-Walking Tax Credit Cutoff Amid ‘Big, Beautiful Bill’ Debate

Photo by Michael Fousert via Unsplash

Experts have already warned that rollbacks to electric vehicle tax incentives will slow sales growth big time.

2 min read

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

2 min read
PEPs Are Popping Seven Years After Secure Act Passage

Photo by Getty Images via Unsplash

2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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