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Advisor Upside

Why a Rise in Self-Directed Investing Is Good for Advisors

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Investors’ wealth and enthusiasm for playing the markets is growing, so they’re taking a more hands-on approach.

2 min read
Advisor Upside

RIAs Warm Up to ETFs Not Labeled Vanguard, BlackRock or State Street

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New issuers are gaining market share among RIAs, who are looking for niche funds to diversify their holdings.

2 min read
Advisor Upside

Ritholtz Execs Double Down on Fintech Startups

Photo via Connor Lin / The Daily Upside

CEO Josh Brown is investing in AI-powered lead generator FINNY, while director of research Michael Batnick is launching Exhibit A, a data visualization platform.

1 min read
CIO Upside

Google Patent Highlights Ambitions For AI-Powered Robotics

Photo via U.S. Patent and Trademark Office

Safety risks remain an issue in robot-human collaboration.

1 min read

Advisor Upside

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

Not All Charitable Giving Is Equal When It Comes to Taxes

4 min read
Why Lamborghini’s CFO Thinks Europe Rushed the EV Shift

Photo via Automobili Lamborghini

5 min read
401(k) Savers Have Faith in Private Assets — Probably Too Much

Photo by Invest Europe via Unsplash

2 min read

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