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Advisor Upside

Stocks Hit Record Highs Every Three Days on Average in Q3

Photo by Getty Images via Unsplash

Advisors and clients haven’t been chasing returns, though, instead smartly choosing to stay diversified.

2 min read
Advisor Upside

Does Retirement Math Still Work? Goldman Warns of Growing ‘Financial Vortex’

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Competing financial priorities and rising costs of living threaten to replace retirement as an economic reality for upcoming generations.

2 min read
Advisor Upside

In High-Distribution ETFs, Not All That Glitters Is Gold

Photo by Kelly Sikkema via Unsplash

Too often, investors waste a significant portion of their income by failing to pay attention to the tax implications of the ETFs they hold.

8 min read
Finance

Too Big to Fix: IPO Revival Unlikely to Reverse Three-Decade Slide in Stock Exchange Listings

Photo via Jimin Kim / SOPA Images/Sipa USA/Newscom

In the late 1990s, there were roughly 8,000 US companies traded on stock exchanges. Today, estimates say it’s about half of that.

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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