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Advisor Upside

How Next-Gen Advisors Are Breaking Into the Industry

From left: Nana Kojo Kesseh, Seyi Olabanji, Dre Watson at the 2025 African American Financial Advisors Association conference in Washington DC.

Early career advisors discuss what they need to succeed and how their generation thinks about finances.

1 min read
Real Estate

A Rate Cut May Be The Push The Housing Market Needs

Photo by Ar. Md. Afnan Hossain via Unsplash

An interest rate cut would mean a lot of things: one undoubtedly good one would be a housing market more welcoming to buyers.

2 min read
Big Tech

Alphabet Rides The AI Wave Over The $3 Trillion Mark

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

Alphabet is the newest member of the $3 trillion club, and it’s counting on rolling AI ambitions to take it higher.

2 min read
Investments

Buffett’s Berkshire’s Short Term Interest Rate Path Differs From Megarich Peers

Photo via Lu Beifeng/VCG/Newscom

Warren Buffett’s Berkshire Hathaway’s investment strategy faces a cash conundrum with interest rates poised for a cut.

2 min read

Advisor Upside

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

Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy

Photo by Planet Volumes via Unsplash

4 min read
Fiserv Loses Nearly Half Its Market Cap After ‘Abysmal’ Quarter

Photo by hapabapa via iStock

2 min read
Amazon Job Cuts Broaden Big Tech’s Layoff Barrage

Photo via CentralITAlliance

2 min read

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