The Daily Upside

Advisor Upside

3 Financial Planning Urban Legends

Photo by Jerell Ferry via iStock

These myths can keep advisors from providing the best service to clients.

2 min read
Advisor Upside

Will Client Testimonials Catch On With Advisors?

Photo by Dilok Klaisataporn via iStock

The SEC has allowed testimonials in advertisements since 2022, yet less than 10% of advisors use them.

1 min read
Media & Entertainment

Apple’s Film Division Finally Finishes First at Box Office

Photo via Apple TV+

While Apple has been able to produce a string of TV hits, making successful movies has proven a little more difficult.

2 min read
Consumer

Shein, Temu Sales Slide After Losing US Duty-Free Loophole

Photo by Jetcityimage via iStock

In May, POTUS scrapped the “de minimis” exemption that allowed Shein and Temu to ship packages worth less than $800 to the US duty-free.

2 min read

Advisor Upside

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

Novo Nordisk Seeks to Expand Liver Disease Treatments in $5.2B Deal for Bay Area Biotech

Photo via Ritzau Scanpix/Sipa USA/Newscom

2 min read
Delta Bookings Show Luxury Travel May Insulate Airlines From Gloomy Consumers’ Cost-Cutting

Photo via Fotografo01IPA/Sipa USA/Newscom

2 min read
Intel Bets Its Newest Chip Will Power a Comeback

Photo via Credit: Intel Corporation.

2 min read

Sign Up for The Daily Upside to Unlock This Article

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