Charles Schwab

ETF Upside

Schwab Follows Vanguard With Fee Cuts on 4 ETFs

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The reductions aren’t raising stakes in the never-ending game of fee poker between asset managers. Rather, Schwab is calling their bets and refusing to fold.

1 min read

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Advisor Upside

How Advisors Can Increase Online Visibility in the Age of AI

With answer engine optimization and generative engine optimization reshaping the cyberscape, firms will have to work harder to attract views.

2 min read
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Advisor Upside

Schwab Says Wealth Expansion Won’t ‘Bump Into’ RIA Clients

While advisors tend to feel confident that clients won’t leave them, there’s still a fair bit of, let’s say, tension.

2 min read
Advisor Upside

Instead of Chasing Alpha, Here Are 4 Ways to Pick the Low-Hanging Apples

Many investors deploy sophisticated strategies (that will likely underperform) while leaving the low-hanging fruit to rot.

4 min read

Advisor Upside

ChatGPT Can Now Give Advice By Linking to Clients’ Bank Accounts. Can They Trust It?

Photo via Ahmed Fesal Bayaa/ZUMAPRESS/Newscom

OpenAI unveiled a new suite of personal finance tools last week, but how helpful they will be is still up for debate.

2 min read

Advisor Upside

Robinhood, TradePMR Join Growing Referral Space

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They’re just the latest firms to join the referral space, an area of wealth management that is ramping up.

1 min read

Photo via Altruist

Advisor Upside

Altruist CEO Jason Wenk Talks AI After ‘Unusual’ Wall Street Selloff

The firm’s new artificial intelligence-powered tax agent writes unique code for each individual client.

5 min read
Photo illustration by Connor Lin / The Daily Upside

Economics

The Taxman Still Cometh, But May Take Away Less

Thanks to a sweeping bill enacted by Congress last year, many American taxpayers may owe less to the IRS this April than we feared.

4 min read
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Advisor Upside

After Selloff, Wall Street Execs Double Down on AI

Industry stalwarts are rolling with the punches and continuing to embrace the future tech.

2 min read

Advisor Upside

RIAs Will Need Twice As Many New Staffers to Match Growth, Schwab Says

Photo via Yichuan Cao/Sipa USA/Newscom

Mentorship programs and compensation packages are the best ways to retain new recruits, per Schwab’s latest report.

2 min read

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