The Daily Upside

Advisor Upside

Finfluencers in Crosshairs of Latest FINRA Lawsuit

Photo via Finra

The online broker TradeZero allegedly did not properly oversee paid online marketing materials created by social media influencers.

2 min read
Advisor Upside

What Ken Fisher’s Nearly $13B Valuation Means for RIAs

Photo via Connor Lin / The Daily Upside

The eye popping private-equity deal for famed Fisher Investments is a boon for financial advisors.

3 min read
Private Equity

Pringles Packaging Maker’s Acquisition Offers Rare Pop Amid Private Equity Buyout Crunch

Photo by Surja Sen Das Raj via Unsplash

KPS Capital Partners sold Eviosys to Sonoco for $3.9 billion after paying $2.7 billion in 2021, a rare buyout windfall in 2024.

2 min read
Indicators

US Households Get More and More Comfortable with the Stock Market

Photo by Chenyu Guan via Unsplash

Almost half of all US households’ financial assets are tied to public stocks, a near-record high, according to recent Federal Reserve data.

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.