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ETF Upside

Dual Share Classes Are 2025’s Single Biggest ETF Development

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Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

2 min read
Consumer

Online Shoppers, Say Goodbye to Free Returns

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In the US, 72% of merchants charge for at least some return options, up from 66% last year, according to a recent report.

1 min read
Consumer

Another No Good, Very Bad Year for Retail Stores

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As of early December, US retail store closures were up 13.2% from the same period in 2024, according to a report from Coresight Research.

1 min read
Personal Finance

Holiday Shoppers Brace for 2026 Payments on Record BNPL Loans

Photo via Richard B. Levine/Newscom

Brace for the bill: Shoppers put $10 billion worth of purchases on buy now, pay later plans in November and $1 billion just on Cyber Monday.

2 min read

Advisor Upside

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

Unchained Wells Fargo Heads into 2026 With Fresh Momentum

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2 min read
Bubble Worries Fail to Break Wall Street’s Gold Dust Fever

Photo via Dario Pignatelli/Polaris/Newscom

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Goldman Sachs, JPMorgan Lead Wall Street’s M&A League Tables

Photo via Tschaen Eric/Pool/ABACA/Newscom

1 min read

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