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Advisor Upside

CFP Board Raises Renewal Fee by 26%

Photo via Connor Lin / The Daily Upside

The group will increase its certification fees to $575 to support its public awareness campaign and marketing efforts.

2 min read
Advisor Upside

Families Brace for Student Loan SmackDown

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The government is coming to collect on federal student loans. That won’t just affect recent grads — it’s a family issue.

2 min read
Advisor Upside

Edward Jones’ C-Suite Shake-Up

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The IBD is reorganizing parts of its business as executives approach retirement and the industry faces growing demand.

1 min read
Consumer

Starbucks Slings High-Speed Drinks in Caffeinated Comeback Plan

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Reducing beverage-wait times is part of Starbucks CEO Brian Niccol’s turnaround plan, which includes tech updates focused on efficiency.

2 min read

Advisor Upside

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

Vanguard Gets the VOO Proxy Vote Out

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2 min read
Google Wants to Fix a Lot About Video

Photo via U.S. Patent and Trademark Office

2 min read
How Next-Gen Cybersecurity Workers Are Adapting to the Age of AI

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1 min read

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