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Advisor Upside

Schwab’s Incoming CEO Wurster on ‘Big Shoes’ and Positive Vibes

Photo via Charles Schwab

Rick Wurster has been with Schwab since 2016 and is set to take the helm of the almost $10 trillion discount brokerage in January.

3 min read
Advisor Upside

CI Financial to be Taken Private in Deal with Mubadala Capital

Photo via Connor Lin / The Daily Upside

The deal expands Mubadala Capital’s reach in the US while giving CI Financial additional backing after years of snapping up RIAs.

1 min read
Advisor Upside

How ETFs Can Help When Rates Are Going Up or Down

Photo by Photo by Tima Miroshnichenko via Pexels

Advisors know exchange-traded funds as a way to invest in broad market indexes, but they are great for bond management, too.

2 min read
Consumer

Macy’s Says Accounting Worker Hid $154 Million in Expenses

Photo by Phillip Pessar via CC BY 2.0

Macy’s shocked markets Monday when it discovered a single worker hid up to $154 million in delivery expenses over the last three years.

2 min read

Advisor Upside

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

Government Shutdown Disrupts Flight Schedules, Clouds Holiday Travel Plans

Photo via JOHN ANGELILLO/UPI/Newscom

1 min read
Will Boston Wage War on Waymo?

Photo via Samuel Rigelhaupt/Sipa USA/Newscom

2 min read
Stock-Split Speculation Looms over Surveillance Tech Firm Palantir’s Earnings

Photo via Gage Skidmore/ZUMAPRESS/Newscom

2 min read

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