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Advisor Upside

Why Thrivent Wants to Hire Nearly 600 Advisors this Year

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The move would increase its advisor workforce by 2%, outpacing the industry average growth rate of 0.3%.

1 min read
Advisor Upside

ETFs Unfazed by Market Volatility

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The vehicles have seen $427 billion in inflows, outpacing the roughly $301 billion from last year, per Morningstar.

2 min read
Artificial Intelligence

Salesforce Boosts Bet on Agentic AI With $8B Informatica Takeover

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Salesforce’s offer beat out competitors including Cloud Software Group and Thoma Bravo, according to The Wall Street Journal.

1 min read
Industrials

Trump Administration Claims ‘Golden Share’ Rights in US Steel-Nippon Tieup

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The so-called “golden share” in US Steel would grant the US federal government a de facto veto over key decisions.

2 min read

Advisor Upside

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

‘Bucket List’ Vacations Give Way to Budget-Friendlier Trips amid Sky-High Fuel Prices

Photo illustration by Connor Lin / The Daily Upside

4 min read
Most 401(k) Holders Don’t Seek Help from Plan Advisors (But They Want It)

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1 min read
How TIPS Bridges Can Maximize Social Security Benefits

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2 min read

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