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Advisor Upside

Tax Planning Is Table Stakes for Advisors

Photo via Kelly Sikkema

Nearly 70% of high-net-worth clients said advisors should help them reduce their taxes, Cerulli found.

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Advisor Upside

Why the SEC Wants to End Quarterly Earnings Reports

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

SEC Chairman Paul Atkins advocated to end the reports as a cost-saving measure for listed companies.

2 min read
Electric Vehicles

GM Makes a Power Move, Shifting Focus from EVs Back to Gas Engines

Photo via Jeff Kowalsky/ZUMAPRESS/Newscom

Sales of new electric vehicles fell 6.3% year-over-year in the second quarter, according to Cox Automotive analysts.

2 min read
Big Tech

Amazon Still Wants an Alexa in Every Home. Hence, Her M-AI-keover

Photo via JOHN ANGELILLO/UPI/Newscom

With new leadership, the company is looking to revive its entire hardware line — and dig itself out of a giant money hole

2 min read

Advisor Upside

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

Payments Giant Swift Guards Speed Record With a Bet on Blockchain

Photo via World Economic Forum/Faruk Pinjo

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Carvana Whizzes Through Green Light From Jefferies Upgrade

Photo by jetcityimage via iStock

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Surprisingly Grim Jobs Data May Accelerate Fed Interest Rate Cuts

Photo by Kateryna Hliznitsova via Unsplash

2 min read

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