The Daily Upside

Regulation

Will Delaware Overhaul Shareholder Rights Laws?

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Hey look, Elon Musk is at the center of a controversy that has nothing to do with DOGE, the Hatch Act, or exploding rockets.

2 min read
Advisor Upside

Asset Managers Battle to Find ‘America’s Next Top Model’

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Advisors are increasingly using model portfolios to outsource asset allocations and spend more time on financial planning.

2 min read
Advisor Upside

Crypto’s Hot. So Are the Scams

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Digital asset fraud is among the greatest threats to retail investors, according to the North American Securities Administrators Association.

1 min read
Advisor Upside

Digital Estate Planner Trust & Will Lands $25 Million in Funding

Photo via Trust & Will

Advisors tend to work with lawyers for their estate planning needs, but digital platforms can help expand those services to more clients.

1 min read

Advisor Upside

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

US Flexes Golden Share in Nippon Merger With US Steel

Photo via Kyodonews/ZUMAPRESS/Newscom

2 min read
At Paris Air Show, eVTOL Industry Preps for Takeoff

Photo via Cover Images/ZUMAPRESS/Newscom

2 min read
AmEx Platinum, Chase Sapphire Reserve Battle for Points in Upgrade Grudge Match

Photo by CardMapr.nl via Unsplash

1 min read

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