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Earth to Advisors: Vanguard Expands Model Lineup

Photo via Connor Lin / The Daily Upside

Think you’re too cool for model portfolio school? Many advisors are responding by channeling Ben Stiller’s Zoolander: “You aren’t.”

2 min read
ETF Upside

Lazard Hires Former US Rep. as Senior Advisor

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Patrick McHenry joins the firm after 20 years in Congress, the last two of which he served as the chair to the House Financial Services Committee.

2 min read
ETF Upside

Flocking to Faith-Based ETFs

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A couple of the latest ETFs on the market are from an Anabaptist asset manager. Surveys from faith-based firms show that religious clients want to hear…

2 min read
Economics

Dollar Takes a Bruising From Trump’s Jabs at Fed Chair

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The US dollar hit a three year low against a basket of currencies Monday, highlighting investor concerns about US assets.

2 min read

Advisor Upside

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

Tech Giants Deliver AI-Powered Earnings Growth

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1 min read
US Trade War Saps China’s Economic Momentum

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2 min read
Economic Anxiety Leaves McDonald’s Digesting Biggest Sales Drop in Five Years

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2 min read

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