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Advisor Upside

3 Financial Planning Urban Legends

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

2 min read
Advisor Upside

Will Client Testimonials Catch On With Advisors?

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

1 min read
Electric Vehicles

EV Dealerships Urge Slow-Walking Tax Credit Cutoff Amid ‘Big, Beautiful Bill’ Debate

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Experts have already warned that rollbacks to electric vehicle tax incentives will slow sales growth big time.

2 min read
Consumer

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

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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.

Can Peter Thiel’s Fellowship of Billionaires Replace Silicon Valley Bank?

Peter Thiel. Photo by Gage Skidmore via CC BY-SA 2.0.

2 min read
Where Are the Bond Vigilantes?

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2 min read
Chipmakers Emerge as Big Winners in ‘Big Beautiful Bill’

Photo by Vishnu Mohanan via Unsplash

1 min read

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