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ETF Upside

ETFs on Track to Outnumber Mutual Funds Early Next Year

Photo by David Kristianto via Unsplash

As conversions, clones and share classes offer more ETF options, advisors are ditching mutual funds.

2 min read
Technology

Quantum is Poised for a Commercial Leap, Investors Have Noticed

Photo illustration by Connor Lin / The Daily Upside

Quantum computing is poised for key commercial breakthroughs and Wall Street investors have started to notice.

4 min read
Advisor Upside

Rise of the Machines? Not So Fast for Financial Advisory Jobs

Photo illustration by Connor Lin / The Daily Upside, Photos by Feedough and Henvry via iStock

Younger advisors regard AI with hope and trepidation, but some note that AI can’t hold a client’s hand. Still, earning a 1% fee may require more in the future.

3 min read
Retirement Upside

Don’t Take the ‘Heartbreak Express’ to Estate Disputes

Photo by Wes McFee via Unsplash

Not every estate planning dispute is avoidable, but a solid plan and proactive communication can help prevent the worst outcomes.

2 min read

Advisor Upside

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

Getting a Little Defensive? Investors Tiptoe into Utilities, Low-Vol Funds

Photo by Curated Lifestyle via Unsplash

2 min read
Finfluencers Sell Expensive Advice, Often Without the Finance Chops to Back It Up

Photo via DPST/Newscom

2 min read
Reflection Wants to Deliver America’s Most Powerful Open-Weight AI

Photo via imageBROKER/Md Mamun Miah/Newscom

2 min read

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