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LPL Financial Terminates CEO Dan Arnold Over Alleged Misconduct

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The $17 billion financial firm fired chief executive Dan Arnold for allegedly violating the company’s code of conduct.

1 min read
Advisor Upside

Sen. Warren Blasts Advice Industry Over ‘Kickbacks’

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Conflicts of interest may be costing retirement savers $5 billion a year in fixed-index annuities, an investigation found.

2 min read
Electric Vehicles

Toyota Invests $500 Million in Air Taxi Startup

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Toyota is investing $500 million into Joby Aviation, a California-based startup that wants to make flying taxis.

1 min read
Artificial Intelligence

OpenAI Closes Its Latest Funding Round with One Major Request

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As OpenAI wraps its latest funding round — a $6.6 billion raise at a $157 billion valuation — it’s asking financial backers for exclusivity.

2 min read

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

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2 min read
PEPs Are Popping Seven Years After Secure Act Passage

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2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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