The Daily Upside

Finance

Schwab Earnings Spotlight the Real Winners of Record Retail Investor Inflows

Photo by JHVEPhoto via iStock

Everyday investors closed 2025 with inflows that were nearly twice the five-year average, surpassing the previous record set in 2021 by 17%.

2 min read
Real Estate

Housing Market’s Blue Christmas: Pending Sales Slide Most Since 2001

Photo by Getty Images via Unsplash

The downturn comes at an interesting time: There are now 47% more sellers than buyers on the market, according to RedFin.

2 min read
Advisor Upside

CFP Board Taps K. Dane Snowden as Next CEO

Photo via CFP Board

Snowden, who has been the firm’s COO since 2023, will replace longtime chief Kevin Keller.

1 min read
Artificial Intelligence

Bubble or Boom? Answer Depends on AI Adoption, Microsoft CEO Says

Photo via World Economic Forum / Avalon/Newscom

In PwC’s recent Global CEO Survey, just 12% of top bosses said AI has delivered both cost and revenue benefits for their organizations.

1 min read

Advisor Upside

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

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

4 min read
What’s Behind the SEC’s New Crypto Proposal?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read

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