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Advisor Upside

SEC Could Hit Ground Running on Crypto, Private Equity, ESG

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Mark Uyeda will serve as interim Securities and Exchange Commission Chair, while Paul Atkins awaits confirmation.

2 min read
Advisor Upside

The $124T Great Wealth Transfer Is Decidedly Female

Photo by Sasun Bughdaryan via Unsplash

It’s a major opportunity for advisors who make an effort to tailor their services to women and spouses, but advisors are playing catch up.

2 min read
Advisor Upside

Advisors Feel Underskilled, Overwhelmed With Private Assets

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Nearly 80% of advisors plan to allocate more assets into private markets this year — but it’s not always as easy as it sounds.

2 min read
Healthcare

US Withdrawal from World Health Organization Has Health Funds Scrambling for New Cash

Photo by United States Mission Geneva via CC BY 2.0

The US is the WHO’s biggest donor, chipping in roughly 18% of the organization’s $2 billion to $3 billion annual budget.

1 min read

Advisor Upside

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

Can Beyond Meat’s Meme-Stock Star Turn Last Beyond Last Week?

Photo via Richard B. Levine/Newscom

2 min read
Alibaba Tackles American Tech Giants Head-On

Photo via Kobe Li/ZUMAPRESS/Newscom

2 min read
Hedge Fund Assets Reach Record $5 Trillion With Most Inflows Since 2007

Photo via Jimin Kim/ZUMAPRESS/Newscom

1 min read

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