wealth management

Advisor Upside

Advisors Target Diversification in 2026 Strategies as Mag 7 Risk Rises

Photo by JESHOOTS.COM via Unsplash

Reducing exposure to top tech stocks such as Alphabet, Nvidia and Tesla and keeping an eye on valuations are among advisors’ top priorities.

4 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Finance

Women Will Soon Control More Money Than Ever. Is Wall Street Ready?

Women are the big winners in the great wealth transfer, and the status quo isn’t what they want from wealth managers.

4 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Pixpine Mockups and Anthony Behar/Sipa USA/Newscom

Advisor Upside

Advisors Are Watching These Tax Law Changes in 2026

New tax laws including the One Big Beautiful Bill Act present novel risks and opportunities when filing next year’s tax returns.

4 min read

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