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Advisor Upside

Advisors Are Adding More Services. Clients Aren’t Using Them

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Clients are utilizing, on average, less than half of the average services their firms offer.

2 min read
Hedge Funds

‘Big Short’ Investor Michael Burry Shut Down His Fund. So Now What?

Photo via Stephen Smith/Sipa USA/Newscom

The cult hero/curiosity has launched a social media broadside against the AI trade that has fueled this year’s market rally.

2 min read
Blockchain

Bitcoin Struggles to Bounce Back from Deleveraging Crisis

Photo via Vernon Yuen, Staff/ZUMAPRESS/Newscom

Bitcoin has so far fallen 20% from its 2025 peak this cycle; in previous bear markets, it fell as much as 30% to 40%.

2 min read
Artificial Intelligence

Trillion-Dollar Questions Bubble to the Top for OpenAI

Photo via Florian Gaertner/picture alliance / BMF/photothek.de/Newscom

Sam Altman has begun floating the idea that the company could hit $100 billion in revenue by 2027, ahead of previous projections.

2 min read

Advisor Upside

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

The AI-Powered Income Planning Revolution Has Arrived

Photo via Income Lab

4 min read
What’s Behind the SEC’s New Crypto Proposal?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

Photo by Curated Lifestyle via Unsplash

2 min read

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