The Daily Upside

Economics

Dollar Takes a Bruising From Trump’s Jabs at Fed Chair

Photo by Planet Volumes via Unsplash

The US dollar hit a three year low against a basket of currencies Monday, highlighting investor concerns about US assets.

2 min read
Advisor Upside

Competition Heats Up for Commonwealth Advisors After LPL Deal

Photo via LPL Financial

Commonwealth advisors are now hot ticket items, and some are being offered lucrative deals from competitors.

2 min read
Advisor Upside

Social Security Can be Fixed Without Cutting Benefits, Pension Expert Says

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It may be years before some Americans can get realistic estimates on payments from the beleaguered system.

2 min read
OP-ED | Advisor Upside

How Estate Plans Are Changing Under the Trump Administration

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With President Trump now in his second term, estate tax policy has once again taken center stage.

2 min read

Advisor Upside

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

What the SEC’s Scrapping of Biden-Era Proposals Means for Advisors

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
Wells Fargo’s Hot on Energy, Financials. Not so Much on Consumers

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

2 min read
Millennial Women Are Investing More Money Earlier, Says Schwab

Photo by Anna Shvets via Pexels

2 min read

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