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Advisor Upside

JPMorgan Topples Dimensional for Active ETF Crown

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The firm now manages just $2 billion more than Dimensional in active ETF assets.

2 min read
Healthcare

Johnson & Johnson Crushes Patent, Pricing Probs

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The company is vying to become the first among its healthcare peers to make $100 billion in annual revenue.

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Finance

Schwab Earnings Spotlight the Real Winners of Record Retail Investor Inflows

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Everyday investors closed 2025 with inflows that were nearly twice the five-year average, surpassing the previous record set in 2021 by 17%.

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Real Estate

Housing Market’s Blue Christmas: Pending Sales Slide Most Since 2001

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The downturn comes at an interesting time: There are now 47% more sellers than buyers on the market, according to RedFin.

2 min read

Advisor Upside

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

Supply Shortages Send Intel Stock Sputtering

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Huntington Bank’s 21% Growth Shows Main Street’s up for Borrowing

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Procter & Gamble Lathers Up a Turnaround

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