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Schwab Eyes Financial Advice as Cash Sweeps Dry Up

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The online brokerage has long relied on bank revenues, like cash-sweep programs, but executives are now leaning into wealth management.

2 min read
Advisor Upside

Advisors Gear Up for Treasury’s New Anti-Money Laundering Rule

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Most financial advisors will have to start formally reporting suspicious money laundering activity by 2026.

2 min read
Advisor Upside

Advisors Donated More to Trump, Republicans — With a Major Caveat

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Advisors have donated roughly $1.5 million to Trump and Republican groups compared to less than $400,000 to Harris and Democratic groups.

2 min read
Autos

Uber Spreads Its Self-Driving Bets

Photo by Ilya Plekhanov via CC BY-SA 4.0

Uber announced it’s investing in Wayve, a UK-based startup that’s building self-driving software for cars.

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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