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Advisor Upside

BlackRock Takes On Invesco, State Street With New Nasdaq-100 ETF

Photo by David Tran via iStock

Blackrock announced the launch of IQQ, joining Invesco and State Street to offer a Nasdaq-100 tracking ETF.

2 min read
Advisor Upside

Should Advised Clients Automatically Become Accredited Investors?

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A new proposal would recognize clients as accredited investors, but some advisors have doubts.

2 min read
Consumer

Investors Find a Fashion Faux-Pas in Levi’s Upbeat Earnings

Photo via Xavi Lopez/ZUMA Press/Newscom

Under CEO Michelle Gass, who took the top job in 2024, Levi Strauss has pursued a multi-faceted turnaround focused on a DTC model.

1 min read
Consumer

Delta Introduces Business Class on a Budget

Photo via Nicolas Economou/ZUMAPRESS/Newscom

Delta’s move mirrors what rival airlines are doing, creating more upsells to tempt travelers who want to upgrade.

2 min read

Advisor Upside

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

Schwab Earnings Boosted by Latest Tax-Focused Strategy

Photo by Djkeddie via CC BY-SA 4.0

1 min read
Treasury Officials Call New Tax Alpha ETFs ‘Too Good to Be True’

Photo by Ken Lund via CC BY-SA 2.0

2 min read
Trump’s 100% Tariffs on Generic Meds Threaten Headaches at Drugstore Checkouts

Photo via Sipa USA/Newscom

2 min read

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