The Daily Upside

Retirement Upside

Ex-EBSA Head Lisa Gomez on 401(k) Trends, Fidelity-Pontera Dispute

Photo via Collaborative Consulting Solutions

Substantial strides have been made in plan design and governance, but a big advice gap continues to stymie retirement savers.

5 min read
Advisor Upside

Why LPL Bought Mariner Advisors Biz It Already Works With

Photo via LPL Financial

Industry consultants view the deal as a win-win for both firms and advisors.

2 min read
Advisor Upside

Morgan Stanley, BofA Add to Wall Street’s Earnings Bonanza

Photo by Curated Lifestyle via Unsplash

Higher income from trading and assets under management helped the big firms’ profits soar during the first quarter.

2 min read
Banking

Rising Market Risk Drives Wealth Management Windfalls for Morgan Stanley, BofA

Photo via Vernon Yuen/ZUMA Press/Newscom

Revenue at Morgan Stanley’s wealth business grew 16% year-over-year to $8.5 billion, and net income rose 34% to $2.1 billion.

1 min read

Advisor Upside

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

How to Invest During Geopolitical Uncertainty

4 min read
Can Bitcoin Fix the US Housing Market? Fannie Mae Is Finding Out

Photo illustration by Connor Lin / The Daily Upside, Photos by Filistimlyanin via iStock and Freepik

5 min read
America’s Small Businesses Are Booming, Just Not Their Retirement Plans

Photo by Getty Images via Unsplash

1 min read

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