wealth

Advisor Upside

Creative Planning’s Peter Mallouk on Record Stores and Capitalism

Photo by Sean Benesh via Unsplash

Peter Mallouk experienced digital disruption firsthand in his career. Tech advancements will continue to upend the RIA industry as well.

2 min read

Photo by Luke Peters via Unsplash

Advisor Upside

Wealthtech Wave to Top $9.4B

The wealthtech global market size is primed for continued growth as investors and advisors embrace AI and digital innovation.

2 min read
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Investments

White House Readying US Sovereign Fund Proposal

White House officials are drafting plans to start a sovereign wealth fund that could invest in national security interests.

2 min read
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Personal Finance

Home Economics: Homeownership is still the American Dream. But Should it Be?

Buying a home is expensive. And so is owning one. In the era of high mortgage rates and soaring expenses, is homeownership still worth it?

4 min read

Indicators

US Households Get More and More Comfortable with the Stock Market

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Almost half of all US households’ financial assets are tied to public stocks, a near-record high, according to recent Federal Reserve data.

1 min read

(Photo by Christopher Bill on Unsplash)

Personal Finance

Millionaires are Fleeing the UK in Droves in Favor of Tax Havens like the UAE

Across the globe, a record 128,000 millionaires are expected to relocate this year, according to a new report.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Layerace via Freepik

Advisor Upside

Financial Advisors Are On the Fence About Bitcoin ETFs

As cryptocurrency flirts with record highs, the new ETF products may help advisors gain exposure to a highly volatile asset class.

3 min read
Photo by Ank Kumar via CC BY-SA 4.0

Banking

UBS Has Left its Credit Suisse Burden Behind

Integration costs related to Credit Suisse were just over $1 billion, well below the $3.75 billion in the two previous quarters combined.

1 min read

Banking

UBS Mulls a Massive Cost-Cutting

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The slow integration of Credit Suisse has only exacerbated existing problems with UBS’s asset management unit.

1 min read

Policy & Power

Biden Proposes Boosting Minimum Tax Rate on Big Corporations

Photo by Gage Skidmore via CC BY-SA 2.0

During Thursday’s State of the Union address, President Biden proposed increasing minimum tax rates for billionaires and large corporations.

1 min read

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