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Advisor Upside

In High-Distribution ETFs, Not All That Glitters Is Gold

Photo by Kelly Sikkema via Unsplash

Too often, investors waste a significant portion of their income by failing to pay attention to the tax implications of the ETFs they hold.

8 min read
Finance

Too Big to Fix: IPO Revival Unlikely to Reverse Three-Decade Slide in Stock Exchange Listings

Photo via Jimin Kim / SOPA Images/Sipa USA/Newscom

In the late 1990s, there were roughly 8,000 US companies traded on stock exchanges. Today, estimates say it’s about half of that.

2 min read
Consumer

McDonald’s Plans to ‘Do It All for You’ (Again) With Massive Restaurant Expansion

Photo via Vernon Yuen/ZUMAPRESS/Newscom

The company is on a mission to open 10,000 new locations over the next four years, bringing its worldwide total to 50,000.

2 min read
Artificial Intelligence

ChatGPT Chases Retail Revenue with One-Stop Shopping

Photo via Matthias Balk/dpa/picture-alliance/Newscom

As AI platforms take the place of search engines, a move into shopping could further upend the established tech order.

2 min read

Advisor Upside

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

Vanguard Warms Up to Crypto, Sort Of

From left: Bloomberg Senior Research Analyst James Seyffart, Head of Vanguard Global Quantitative Equity Group John Ameriks. Photo by Griffin Kelly / The Daily Upside.

2 min read
Advisors and Asset Managers Don’t See Eye-to-Eye on Alts

Photo by Mathias Reding via Unsplash

2 min read
Do McKinsey Layoffs Signal Trouble for Consulting Industry?

Photo via Davide Bonaldo/ZUMAPRESS/Newscom

1 min read

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