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Advisor Upside

Rich Clients Stick With Their Advisor. Their Children? Not So Much

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With the Great Wealth Transfer in full swing, advisors need to be ready for younger clients who are more mobile, according to a survey.

1 min read
Advisor Upside

SEC Fines Robo-Advisor for Athlete Endorsement Violations

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The Shariah-compliant robo-advisor Wahed Invest allegedly violated advertising rules and agreed to a $250,000 fine.

1 min read
Consumer

Nestlé Tries to Hitch a Ride with Formula 1

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Nestlé and Formula 1 announced on Monday that starting with the upcoming 2025 season KitKat will be the sport’s “official chocolate bar.”

1 min read
Healthcare

Abbvie Shares Sink Following Two Poor Trials

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Dissapointing results for two mid-stage trials strikes a blow in Abbvie’s expensive pipeline-via-M&A strategy.

2 min read

Advisor Upside

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

Umbrella Weather: Investors Rain on Travelers Despite Insurer’s Disaster Savings

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2 min read
TSMC Shrugs Off Shrinking Chinese Market Share

Photo via BING-JHEN HONG

2 min read
Schwab’s Record Revenue Showcases Wall Street Bonanza From Trade Tumult, AI Revolution

Photo via aoo3771/Newscom

2 min read

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