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Earth to Advisors: Vanguard Expands Model Lineup

Photo via Connor Lin / The Daily Upside

Think you’re too cool for model portfolio school? Many advisors are responding by channeling Ben Stiller’s Zoolander: “You aren’t.”

2 min read
ETF Upside

Lazard Hires Former US Rep. as Senior Advisor

Photo by U.S. House Office of Photography via Public Domain Mark 1.0

Patrick McHenry joins the firm after 20 years in Congress, the last two of which he served as the chair to the House Financial Services Committee.

2 min read
ETF Upside

Flocking to Faith-Based ETFs

Photo by Oladimeji Odunsi via Unsplash

A couple of the latest ETFs on the market are from an Anabaptist asset manager. Surveys from faith-based firms show that religious clients want to hear…

2 min read
Economics

Dollar Takes a Bruising From Trump’s Jabs at Fed Chair

Photo by Planet Volumes via Unsplash

The US dollar hit a three year low against a basket of currencies Monday, highlighting investor concerns about US assets.

2 min read

Advisor Upside

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

Big Tech Conferences Highlight Commitment to Agentic AI

Photo via Jeff Chiu / AP

2 min read
Massive AI Infrastructure Investments Open Doorway to ‘Peripheral Discoveries’

Photo by Taylor Vick via Unsplash

2 min read
Microsoft Patent Weeds Out False Alarms in AI-Powered Cloud Security

Photo via U.S. Patent and Trademark Office

1 min read

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