The Daily Upside

Economics

What To Expect After The Fed Cuts Rates

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The Federal Reserve is poised to cut interest rates this week, but whether the era of “higher-for-longer” rates is over is another matter.

2 min read
Advisor Upside

Rich Clients Want Lending. Merrill Lynch Is Ready for Them

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Merrill launched a new credit unit for high- and ultra-high net worth clients last week.

1 min read
Advisor Upside

What to Ask During Client Discovery Meetings

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Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered.

2 min read
Advisor Upside

What It Means to Serve Women Clients

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Research shows that 80% of women will leave their advisor following the death of their spouse.

2 min read

Advisor Upside

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

Government Shutdown Disrupts Flight Schedules, Clouds Holiday Travel Plans

Photo via JOHN ANGELILLO/UPI/Newscom

1 min read
Will Boston Wage War on Waymo?

Photo via Samuel Rigelhaupt/Sipa USA/Newscom

2 min read
Stock-Split Speculation Looms over Surveillance Tech Firm Palantir’s Earnings

Photo via Gage Skidmore/ZUMAPRESS/Newscom

2 min read

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Sharp news & analysis on finance, economics, and investing.