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Advisor Upside

Why Big Brokerages Like UBS, Goldman and JPMorgan Are Ditching Their Robo-Advisors

Photo by Harry Shum via Pexels

A fundamental challenge for robo-advisors, at big brokerages and independent shops alike, has been the razor-thin margins.

2 min read
Advisor Upside

LPL Taps Anna Kendrick in Latest Ad Campaign

Photo by Gage Skidmore via CC BY-SA 2.0

While LPL traditionally marketed to advisors, the new effort aims to make its name more recognizable to everyday investors.

1 min read
Advisor Upside

New Startup Offers Lending to the 401(k) for the 401(k)

Photo by Towfiqu barbhuiya via Pexels

Basic Capital wants to shake up retirement savings by financing multiples of workers’ contributions to increase the power of compounding.

2 min read
Productivity Tech

Salesforce Patent May Double-Check Your Slack Chats

Photo via U.S. Patent and Trademark Office

This isn’t the first time we’ve seen tech firms bring AI and machine learning into workplace monitoring.

1 min read

Advisor Upside

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

New York Boosts Odds of Tax Jackpot With 3 Big Apple Casino Licenses

Photo via Gregory Fisher/Icon Sportswire DLV/Gregory Fisher/Icon Sportswire/Newscom

2 min read
Holiday Spending Hits New Highs, Sort Of

Photo via Richard B. Levine/Newscom

2 min read
Bitcoin Struggles to Regain Lost Ground after Rapid Slide

Photo by Brian Wangenheim via Unsplash

2 min read

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