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Advisor Upside

Can ETFs Break Into the $7.4T 401(k) Industry?

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More than 30 asset managers are asking regulators for permission to offer mutual fund share classes that can fit into retirement accounts.

2 min read
Advisor Upside

Rich Clients Stick With Their Advisor. Their Children? Not So Much

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With the Great Wealth Transfer in full swing, advisors need to be ready for younger clients who are more mobile, according to a survey.

1 min read
Advisor Upside

SEC Fines Robo-Advisor for Athlete Endorsement Violations

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The Shariah-compliant robo-advisor Wahed Invest allegedly violated advertising rules and agreed to a $250,000 fine.

1 min read
Consumer

Nestlé Tries to Hitch a Ride with Formula 1

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Nestlé and Formula 1 announced on Monday that starting with the upcoming 2025 season KitKat will be the sport’s “official chocolate bar.”

1 min read

Advisor Upside

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

Instead of Chasing Alpha, Here Are 4 Ways to Pick the Low-Hanging Apples

4 min read
‘Bucket List’ Vacations Give Way to Budget-Friendlier Trips amid Sky-High Fuel Prices

Photo illustration by Connor Lin / The Daily Upside

4 min read
Most 401(k) Holders Don’t Seek Help from Plan Advisors (But They Want It)

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1 min read

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