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Advisor Upside

Advisors Navigate Choppy Waters after Trump Tariffs

Photo by Gage Skidmore via CC BY-SA 2.0

Wealth managers are sifting through the rhetoric and focusing on financial planning.

2 min read
Advisor Upside

The SEC’s Bizarre Letter to State Street About PRIV

Photo by Terrillo Walls via Pexels

The agency asked pointed questions about the new exchange-traded fund just hours after its launch last week.

2 min read
Advisor Upside

LPL Seeks to Raise $4B in Fresh Capital

Photo via LPL Financial

It’s the first significant move under new CEO Rich Steinmeier, who took over from longtime chief executive Dan Arnold in October.

1 min read
Consumer

Prada Defies Luxury’s Slump

Photo by Stock Birken via Unsplash

Prada reported retail sales across its brands rose 18% last year as the company reportedly gears up to buy Versace from Capri Holdings.

1 min read

Advisor Upside

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

OpenAI Teams Up With Amazon for Even More Computing Power

Photo via Leonie Asendorpf/dpa/picture-alliance/Newscom

2 min read
Kimberly-Clark Takeover Offers $48 Billion of Pain Relief to Tylenol-Maker Kenvue

Photo via Michele Eve Sandberg/Sipa USA/Newscom

2 min read
Unease About Warren Buffett’s Retirement Overshadows Berkshire Earnings Beat

Photo via Lu Beifeng/VCG/Newscom

2 min read

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