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Advisor Upside

UBS, LPL Ramp Up Recruitment After Shedding Advisers in Early ’26

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

Both firms reported slight dips in their overall advisor headcounts for the first quarter.

2 min read
Advisor Upside

Here’s What Advisors Need to Know When Clients Co-Sign for Kids’ Student Loans

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College enrollment is one area where people tend to do their shopping first and set their budgets second.

2 min read
Consumer

GameStop Raises Its Paddle to Buy eBay

Photo via Aaron Schwartz/Sipa USA/Newscom

CEO Ryan Cohen thinks GameStop’s stores could be used as physical sites to collect and authenticate eBay items.

1 min read
Artificial Intelligence

Anthropic, OpenAI Team with Private Equity to Rev Up AI Adoption

Photo via Vincent Isore/ZUMAPRESS/Newscom

OpenAI’s joint venture with private equity giants will turn some 2,000 portfolio companies into potential AI adopters.

2 min read

Advisor Upside

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

‘Bucket List’ Vacations Give Way to Budget-Friendlier Trips amid Sky-High Fuel Prices

Photo illustration by Connor Lin / The Daily Upside

4 min read
Most 401(k) Holders Don’t Seek Help from Plan Advisors (But They Want It)

Photo by Getty Images via Unsplash

1 min read
How TIPS Bridges Can Maximize Social Security Benefits

Photo by Chad Peltola via Unsplash

2 min read

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