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Advisor Upside

CFP Board Raises Renewal Fee by 26%

Photo via Connor Lin / The Daily Upside

The group will increase its certification fees to $575 to support its public awareness campaign and marketing efforts.

2 min read
Advisor Upside

Families Brace for Student Loan SmackDown

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The government is coming to collect on federal student loans. That won’t just affect recent grads — it’s a family issue.

2 min read
Advisor Upside

Edward Jones’ C-Suite Shake-Up

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The IBD is reorganizing parts of its business as executives approach retirement and the industry faces growing demand.

1 min read
Consumer

Starbucks Slings High-Speed Drinks in Caffeinated Comeback Plan

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Reducing beverage-wait times is part of Starbucks CEO Brian Niccol’s turnaround plan, which includes tech updates focused on efficiency.

2 min read

Advisor Upside

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

US Flexes Golden Share in Nippon Merger With US Steel

Photo via Kyodonews/ZUMAPRESS/Newscom

2 min read
At Paris Air Show, eVTOL Industry Preps for Takeoff

Photo via Cover Images/ZUMAPRESS/Newscom

2 min read
AmEx Platinum, Chase Sapphire Reserve Battle for Points in Upgrade Grudge Match

Photo by CardMapr.nl via Unsplash

1 min read

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