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SEC Ready to Let Fund Shops Explore Their Dual Share-Class Natures

Photo by City Dweller via CC BY-SA 4.0

ETF share classes of mutual funds (and vice versa) could be approved in just two weeks, according to an agency notice posted Monday.

2 min read
Advisor Upside

XYPN’s Michael Kitces and Alan Moore on the Independent Advisor Boom

Between 2019 and 2025, XYPN firms saw client bases grow an average 25% per year.

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Advisor Upside

1 in 5 Wealth, Asset Firms Will Be Acquired by 2029

Photo by Curated Lifestyle via Unsplash

Mid-sized firms are being squeezed by shrinking profit margins and rising technology costs.

1 min read
Energy

Is Nuclear Startup Oklo Losing (Market) Power?

Photo via Oklo

One of the year’s hottest stocks, Oklo, shed a fifth of its value amid an insider selloff, prompting Goldman Sachs to caution investors.

1 min read

Advisor Upside

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

For Elderly Clients, Home Design Is the New Hot Ticket

Photo via Eduardo Barraza/ZUMAPRESS/Newscom

2 min read
Anthropic Bets Big on Wealth Management with New AI Tools

Photo via VCG/Newscom

2 min read
Ritholtz Wealth Files for First ETF

Photo via Connor Lin / The Daily Upside

1 min read

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