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Advisor Upside

Stocks Hit Record Highs Every Three Days on Average in Q3

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Advisors and clients haven’t been chasing returns, though, instead smartly choosing to stay diversified.

2 min read
Advisor Upside

Does Retirement Math Still Work? Goldman Warns of Growing ‘Financial Vortex’

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Competing financial priorities and rising costs of living threaten to replace retirement as an economic reality for upcoming generations.

2 min read
Advisor Upside

In High-Distribution ETFs, Not All That Glitters Is Gold

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Too often, investors waste a significant portion of their income by failing to pay attention to the tax implications of the ETFs they hold.

8 min read
Finance

Too Big to Fix: IPO Revival Unlikely to Reverse Three-Decade Slide in Stock Exchange Listings

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In the late 1990s, there were roughly 8,000 US companies traded on stock exchanges. Today, estimates say it’s about half of that.

2 min read

Advisor Upside

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

Will Wall Street Stomach Oracle’s Costly AI Transformation?

Photo via Scott Coleman/ZUMAPRESS/Newscom

2 min read
ETF Issuers Are Running Their Own SpaceX Race Ahead of Blockbuster IPO

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2 min read
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

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2 min read

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