The Daily Upside

Advisor Upside

Edward Jones Trims Fees for Mass Affluent Clientele

Photo by JHVEPhoto via iStock

Edward Jones, one of the nation’s largest brokerages, is shaving fees for mass affluent clients come October — albeit by just a hair.

2 min read
Advisor Upside

UBS Looks to Tap India’s Private Wealth Market

Photo by Rupixen via Unsplash

The Swiss bank UBS reportedly wants in on the wealth market in India and is considering buying a stake in a local firm to give it a foothold.

2 min read
Advisor Upside

Rich Families’ Wealth to Grow to $9.5 Trillion by 2030

Photo by Amtec via CC BY-SA 2.0

Wealthy families with their own family offices will be nearly 200% richer by the end of the decade, according to a Deloitte report.

1 min read
Consumer

Gym Group Finally Profitable Again Post-COVID

Photo by wombatzaa via iStock

The Gym Group announced on Wednesday that in the first six months of this year it swung back to a profit for the first time since 2019.

1 min read

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

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

Photo by Getty Images via Unsplash

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

Photo by Krisztina Papp via Unsplash

1 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.