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Advisor Upside

AI’s Coming for Wall Street Jobs

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Executives at top financial services firms expect to cut as many 200,000 jobs in the next five years and significantly increase revenues.

2 min read
Advisor Upside

Vanguard Flips the Script on 60/40 Rule

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The investment company says advisors and investors should break from the traditional strategy and take on more defensive positions this year.

2 min read
Advisor Upside

Ads Featuring Burning Dollar Bills? UK Watchdog Says Nope

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The UK Advertising Standards Authority said Wahed Invest can no longer run posters with flaming US and EU bills.

1 min read
International Economics

Spain Slaps 100% Property Tax on Non-EU Buyers

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It’s part of a collection of measures to address the country’s housing crisis, Spain’s Prime Minister Pedro Sánchez says.

1 min read

Advisor Upside

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

Will Wall Street Stomach Oracle’s Costly AI Transformation?

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2 min read
ETF Issuers Are Running Their Own SpaceX Race Ahead of Blockbuster IPO

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2 min read
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

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2 min read

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