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Advisor Upside

AI’s Coming for Wall Street Jobs

Photo by Jake Walker via Unsplash

Executives at top financial services firms expect to cut as many 200,000 jobs in the next five years and significantly increase revenues.

2 min read
Advisor Upside

Vanguard Flips the Script on 60/40 Rule

Photo by Jason Briscoe via Unsplash

The investment company says advisors and investors should break from the traditional strategy and take on more defensive positions this year.

2 min read
Advisor Upside

Ads Featuring Burning Dollar Bills? UK Watchdog Says Nope

Photo by Jp Valery via Unsplash

The UK Advertising Standards Authority said Wahed Invest can no longer run posters with flaming US and EU bills.

1 min read
International Economics

Spain Slaps 100% Property Tax on Non-EU Buyers

Photo by Jorge Salvador via Unsplash

It’s part of a collection of measures to address the country’s housing crisis, Spain’s Prime Minister Pedro Sánchez says.

1 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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