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Advisor Upside

Estate Plan Disputes Are Painful. They Don’t Have to Be Disastrous

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Multiple beneficiaries, layered asset structures and significant financial stakes make high-value estate plans susceptible to court challenges.

2 min read
ETF Upside

Fee Wars Are Changing Which ETFs Go to Market. Here’s How

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When smaller issuers can’t compete with the major index providers, where do they go?

2 min read
ETF Upside

How Institutional Investors Are Reshaping the ETF Industry

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The sovereign wealth fund investing in PRIV isn’t the only institution tipping the scales.

2 min read
Electric Vehicles

‘Prancing’ Horsefeathers: Ferrari Investors, Fans Diss $640K EV

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The automaker outsourced Luce’s design to LoveFrom, the San Francisco-based agency led by former Apple chief design officer Jony Ive.

1 min read

Advisor Upside

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

Why More CFPs Are Seeking Retirement-Specific Credentials

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2 min read
Nearly 1 in 5 Couples Leave Money on the Table in Retirement Plan Matches

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2 min read
Bitcoin Sinks to Four-Month Lows as Investors Eye Sparkly IPOs

Photo via Moe Zoyari/ZUMAPRESS/Newscom

1 min read

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