The Daily Upside

Advisor Upside

Planners at IBDs, Wirehouses Earn Highest Salaries Among Advisors

Photo by Money Knack via Unsplash

Advisors at RIAs ranked at the bottom of the spectrum, netting a median of $175,000 last year.

2 min read
Advisor Upside

Morningstar to Launch Public-Private Model Portfolios With Funds From Apollo, Franklin Templeton, JPMorgan

Photo by JHVEPhoto via iStock

The six portfolios will be made of ETFs and interval funds managed by Apollo, Franklin Tempelton and JPMorgan.

2 min read
Autos

Carvana Revs Up Push into New Auto Market

Photo via Armando L. Sanchez/TNS/Newscom

According to Cox Automotive data, Americans spent $655 billion buying new cars in 2025, compared with $524 billion spent on buying used cars.

1 min read
Industries

Unwelcome ‘Neighbor’: State Farm Agents Wary of AI Overhaul

Photo via Erik McGregor/Sipa USA/Newscom

State Farm is known for its human touch, and a career as a State Farm agent has gained a reputation for fair pay and benefits.

2 min read

Advisor Upside

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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

2 min read
PEPs Are Popping Seven Years After Secure Act Passage

Photo by Getty Images via Unsplash

2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.