FA Upside

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

  • Big Brokers Beat Estimates in Strong Start to Earnings Season

    Photo composite of JP Morgan, Wells Fargo, BNY, and BlackRock buildings
    Photos by Ikechukwu Julius Ugwu and Nick Sarvari via Unsplash, Daveynin via CC BY 2.0, and Michael Vi via iStock
  • ‘Burrito Scarfer’ CFP Board Ads Weren’t Meant for Advisors (Or, Even Adults)

    Photo of the CFP Board website
    Photo via Connor Lin / The Daily Upside
  • Wall Street Pay Falls Further From Pandemic Highs

    Photo of Wall Street and the New York Stock Exchange building
    Photo by Lucky Photographer via iStock