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Advisor Upside

Vanguard Flips the Script on 60/40 Rule

Photo by Jason Briscoe via Unsplash

The investment company says advisors and investors should break from the traditional strategy and take on more defensive positions this year.

2 min read
Advisor Upside

Ads Featuring Burning Dollar Bills? UK Watchdog Says Nope

Photo by Jp Valery via Unsplash

The UK Advertising Standards Authority said Wahed Invest can no longer run posters with flaming US and EU bills.

1 min read
International Economics

Spain Slaps 100% Property Tax on Non-EU Buyers

Photo by Jorge Salvador via Unsplash

It’s part of a collection of measures to address the country’s housing crisis, Spain’s Prime Minister Pedro Sánchez says.

1 min read
Hedge Funds

Bill Ackman’s Pershing Square Wants to Be the Next Berkshire

Photo by Senate Democrats via CC BY 2.0

Pershing Square has announced a formal bid for Howard Hughes, the real estate developer where Ackman served as chairman for over a decade.

2 min read

Advisor Upside

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

Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy

Photo by Planet Volumes via Unsplash

4 min read
Fiserv Loses Nearly Half Its Market Cap After ‘Abysmal’ Quarter

Photo by hapabapa via iStock

2 min read
Amazon Job Cuts Broaden Big Tech’s Layoff Barrage

Photo via CentralITAlliance

2 min read

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