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Finance

Berkshire Maintains Buffett’s Bullishness on Japan with $1.8 Billion Tokio Marine Deal

Photo via John Angelillo/UPI/Newscom

In Tokio Marine, one of Japan’s “Big Three” non-life insurance groups, Berkshire is making a big bet on the country’s huge insurance sector.

2 min read
Advisor Upside

What Will Advisors Do if AI Takes Over the World?

Photo by Jason Richard via Unsplash

Most advisors aren’t too worried about AI taking their jobs, but some are already prepping for plan B.

3 min read
ETF Upside

Dimensional Launches First Active ETF Share Class

Photo by Håkon Grimstad via Unsplash

The company added an ETF share class of its nearly $7 billion US Micro Cap Portfolio.

2 min read
ETF Upside

Vanguard Finally Files for Junk Bond ETF Nearly Two Decades Later

Photo by Pete Alexopoulos via Unsplash

An asset manager as big as Vanguard has the luxury of delaying fund launches without much consequence.

1 min read

Advisor Upside

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

The Fiduciary Rule Is Dead, but the Conversations Aren’t

Photo via Sasun Bughdaryan

2 min read
AssetMark Becomes Latest Firm to Expand Tax Planning Tools

Photo via Connor Lin / The Daily Upside

2 min read
Alphabet’s Drone Delivery Biz Spreads Its Wings

Photo via Wing Aviation

1 min read

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