advisor

Advisor Upside

Is Schwab a Competitor? Depends on Who You Ask

Photo by Curated Lifestyle via Unsplash

CEO Rick Wurster maintained that Schwab doesn’t go head-to-head with its RIA clients, but recent business moves can feel contradictory, advisors say.

2 min read

Photo via Weston Hancock/ZUMAPRESS/Newscom

Finance

Schwab Shows No Wear from AI Agent Disruption in Robust Third quarter

Schwab reported $192.4 billion in net new assets, better than expected and 43% more than last year’s third quarter.

2 min read
Photo by Compagnons via Unsplash

Advisor Upside

Credentials Essential: Advisors with Extra Letters Get More Referrals

Eighty-two percent of clients say advanced professional certifications would be important if they were looking for a new advisor today.

2 min read
Advisor Upside

These Money Illusions Can Cost Investors Dearly

People often use unrealistic assumptions in planning and count the return of principal as income, not taking inflation into account.

4 min read

Finance

Jefferies’ Record Investment Banking Results Raise Stakes for Wall Street Giants

Photo via Spencer Jones/Plexi Images/GHI/UCG/Universal Images Group/Newscom

Jefferies shares are down 24% so far this year compared with a 2.2% gain by the S&P 500 bank industry group.

2 min read

Advisor Upside

Client Didn’t Take Your Advice. Don’t Take It Personal

Photo by Fotos via Unsplash

Sometimes clients think they know better, disregard recommendations or choose to not ask for them before making a potentially costly financial decision.

2 min read

Advisor Upside

Advisors Look for Opportunity in Private Credit as Redemptions Continue

Photo by Scott Graham via Unsplash

Fewer advisors are considering adding more investments in private credit now than they were in 2024, per a recent survey.

2 min read

Sign In or Subscribe to The Daily Upside to read this article

Sharp news & analysis on finance, economics, and investing.