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Advisor Upside

AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round

Photo by Mathieu Stern via Unsplash

The estate and tax planning segment has become one of the fastest-growing tech categories in financial planning.

2 min read
Artificial Intelligence

GE Vernova, Vertiv Pull Powerhouse Profits from Hyperscalers’ Data Center Investments

Photo via Sheldon Cooper/ZUMAPRESS/Newscom

GE Vernova stock jumped nearly 14% Wednesday following the earnings report, widening the past year’s gains to 246%.

1 min read
Industrials

Boeing’s Delivery Win May Signal Clearer Skies Ahead

Photo via Scott Brauer/ZUMAPRESS/Newscom

Sales climbed 10% as Boeing narrowed its losses from $31 million in the same quarter last year to $7 million this go-round.

2 min read
Electric Vehicles

Time to Revoke Tesla’s Magnificent Seven Card?

Photo via Allison Robbert – Pool via CNP/ZUMAPRESS/Newscom

Tesla trades at around 183 times forward earnings, behind only Boeing and Warner Bros. Discovery on the S&P 500.

2 min read

Advisor Upside

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

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

4 min read
What’s Behind the SEC’s New Crypto Proposal?

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

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read

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