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Advisor Upside

Fed Rule Change Could Save Wall Street Banks Billions

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The Federal Reserve is considering changes that would soften the global systemically important banks surcharge and free up assets for banks.

1 min read
Advisor Upside

Fund Fees Hit Record Lows Last Year – And Maybe Rock Bottom

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It took more than a decade, but fund fees may have finally hit their lowest possible levels, according to the latest Morningstar research.

2 min read
Advisor Upside

Envestnet Sold to Bain Capital for $4.5B After ‘Tumultuous’ Year

Photo via Connor Lin / The Daily Upside

Envestnet is one of the largest wealth management software companies in the US and serves approximately one in three financial advisors.

2 min read
Consumer

America’s Biggest Non-Alcoholic Beer Company Valued at $800 Million

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Athletic Brewing Company, valued at $800 million following a $50 million fundraising round, makes craft beer that won’t get you drunk.

1 min read

Advisor Upside

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

Battlefield AI Grapples With Risk-Tolerance Minefield

Photo illustration by Connor Lin / The Daily Upside

5 min read
The Great Wealth Transfer’s Not Just About the Money

Photo illustration by Connor Lin / The Daily Upside, Photos by JNemchinova and Ariawan Armoko via iStock

4 min read
US Trade War Saps China’s Economic Momentum

Photo by Getty Images via Unsplash

2 min read

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