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Advisor Upside

Advisors in SEC Crosshairs After First Enforcement Action

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The agency’s first settlement suggests that it may have shifted focus squarely onto investment advisors.

2 min read
Advisor Upside

New ‘MAGA 7’ ETF Looks to Tap Conservative Policies

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Defiance ETFs filed for an active fund that will track stocks expected to benefit from President Donald Trump’s administration.

2 min read
Advisor Upside

Women Run the Investments in Most Homes: CFP Board

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More than two-thirds of women report being their households’ primary decision-makers regarding financial investment choices.

1 min read
Healthcare

Hims & Hers Struggles After the FDA Puts a Ticking Clock on its Weight-Loss Drug

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Now that semaglutide’s no longer in shortage territory, the FDA said drug-makers have 90 days to wrap up production of their Novo knockoffs.

2 min read

Advisor Upside

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

Microsoft Wants to Improve AI-Powered Code Generation

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1 min read
Will AI Be Setting Your Salary Soon? Some Workers Hope So

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1 min read
How AI Helps Doctors Fill Patient Care Gaps

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2 min read

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