The Daily Upside

Finance

Charles Schwab Chases Gen Z Crowd into Crypto

Photo via Jimin Kim/ZUMAPRESS/Newscom

Gen Z started investing earlier than other generations and is more likely to pour money into alternative assets, particularly crypto.

2 min read
Retirement Upside

Ex-EBSA Head Lisa Gomez on 401(k) Trends, Fidelity-Pontera Dispute

Photo via Collaborative Consulting Solutions

Substantial strides have been made in plan design and governance, but a big advice gap continues to stymie retirement savers.

5 min read
Advisor Upside

Why LPL Bought Mariner Advisors Biz It Already Works With

Photo via LPL Financial

Industry consultants view the deal as a win-win for both firms and advisors.

2 min read
Advisor Upside

Morgan Stanley, BofA Add to Wall Street’s Earnings Bonanza

Photo by Curated Lifestyle via Unsplash

Higher income from trading and assets under management helped the big firms’ profits soar during the first quarter.

2 min read

Advisor Upside

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

BlackRock, State Street Want In on the Nasdaq 100. Can They Compete With Invesco’s QQQ?

Photo via Richard B. Levine/Newscom

2 min read
Betting All the Chips on Memory ETFs

Photo by Getty Images via Unsplash

2 min read
Big Telecom Frets Over Dwindling Subscriber Growth

Photo via Richard B. Levine/Newscom

1 min read

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