The Daily Upside

Advisor Upside

Women Advisors Now Make Up 24% of Workforce. There’s a Long Way to Go

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The industry is far from parity, but progress has been made over the past decade.

2 min read
Advisor Upside

Art Might Be Beautiful, but Where Does it Fit in Portfolios?

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Just like sports memorabilia and Pokémon cards, art is a risky venture that most clients probably shouldn’t touch.

1 min read
Advisor Upside

How Advisors Can Keep More Clients When Changing Firms

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A new report shows transitioning advisors may lose nearly a quarter of managed assets.

2 min read
ETF Upside

Crypto ETFs Get Major Relief From SEC

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Bitcoin, Ether and other crypto ETFs are no longer limited to cash transactions — they can use in-kind creation and redemption.

2 min read

Advisor Upside

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

Will Wall Street Stomach Oracle’s Costly AI Transformation?

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2 min read
ETF Issuers Are Running Their Own SpaceX Race Ahead of Blockbuster IPO

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2 min read
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

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2 min read

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