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Advisor Upside

Brokerages Up the Ante on Advisor Loans

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The independent broker-dealer LPL reported $2.3 billion in net advisor loans last year, up a whopping 53% from 2023, per an SEC filing.

1 min read
Advisor Upside

Betterment to Buy Sallie Krawcheck’s Ellevest Robo Accounts

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Ellevest plans to focus on its private wealth management and financial planning business lines going forward.

1 min read
Media & Entertainment

YouTube Is Beating Spotify in the Podcast Wars

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On Wednesday, Bloomberg reported that one billion people are watching podcasts on the Google-owned YouTube every month.

2 min read
Big Tech

Amazon is Doubling Down on Robots Everywhere it Can

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Amazon is planning to offset the massive costs of AI infrastructure by employing more and more robotics in its warehouse facilities.

2 min read

Advisor Upside

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

AI Drug Designer Isomorphic Details Lofty Plans for $2.1B in New Funding

Photo via Stephane Lemouton/SIPA/Newscom

1 min read
World’s First Catastrophe Bond ETF Braces for Hurricane Season

Photo by Dannel Malloy via CC BY 2.0

2 min read
Fidelity to Tack Service Fees on 100 More ETFs. Boutique Issuers May Be Hit Hardest

Photo by Sundry Photography via iStock

2 min read

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