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Advisor Upside

Merrill Sues Dynasty, Schwab Over $129 Billion Breakaway

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A suit followed an announcement that 160 breakaway advisors are launching their own RIA called OpenArc.

2 min read
Advisor Upside

How Advisors Suss Out Money Launderers

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Many financial institutions are only just ahead of the curve for properly identifying suspicious activity.

2 min read
Advisor Upside

AI Bots Passed the CFA Level III Exam. An Estate-Planning Test Was a Different Story

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Performance gaps underscore the critical need for continued human oversight in financial decision-making.

2 min read
Energy

What’s the Meme-ing of Plug Power’s Winning Streak?

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Shares of Plug Power, a hydrogen tech provider, have exploded in the past week, climbing roughly 50% through the past five trading sessions.

1 min read

Advisor Upside

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

The ‘Everything App’: How Robinhood Grew From Trading Platform to Financial Ecosystem

Photo illustration by Connor Lin / The Daily Upside, Photos by Ljupco, Comzeal, and CreativaImages via iStock

5 min read
Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

Photo illustration by Connor Lin / The Daily Upside, Photos by YakobchukOlena and Rawpixel via iStock

4 min read
What’s the Difference Between 351 Exchanges and Exchange Funds?

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4 min read

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