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Advisor Upside

Advisors in SEC Crosshairs After First Enforcement Action

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The agency’s first settlement suggests that it may have shifted focus squarely onto investment advisors.

2 min read
Advisor Upside

New ‘MAGA 7’ ETF Looks to Tap Conservative Policies

Photo by Gage Skidmore via CC BY-SA 2.0

Defiance ETFs filed for an active fund that will track stocks expected to benefit from President Donald Trump’s administration.

2 min read
Advisor Upside

Women Run the Investments in Most Homes: CFP Board

Photo by Yan Krukau via Pexels

More than two-thirds of women report being their households’ primary decision-makers regarding financial investment choices.

1 min read
Healthcare

Hims & Hers Struggles After the FDA Puts a Ticking Clock on its Weight-Loss Drug

Photo by Chemist4U via CC BY-SA 2.0

Now that semaglutide’s no longer in shortage territory, the FDA said drug-makers have 90 days to wrap up production of their Novo knockoffs.

2 min read

Advisor Upside

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

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

4 min read
What’s Behind the SEC’s New Crypto Proposal?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read

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