FA Upside

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

Financial Planning

Sports Stars Turned Advisors Help Guide Next-Gen Athletes

Photo illustration by Connor Lin / The Daily Upside, Photos by AlbertoChagas and Amixstudio via iStock

Seeing first-hand the troubles even the most well-paid athletes can endure, many former pros feel a responsibility to advise today’s rookies.

4 min read

Industry News

Interactive Brokers Lands a Spot in the S&P 500

Photo via Piotr Swat

2 min read
Why Some RIAs Want Bigger Slices of the ETF Pie than Others

Photo by Getty Images via Unsplash

2 min read
ETFs and 401(k)s Don’t Play. Could Dual Share Classes Change That?

Photo by Eliobed Suarez via Unsplash

4 min read

Practice Management

When is it Time to Say Goodbye to Clients?

Photo by Chayantorn via iStock

Whether a client disregards advice, withholds information or is just plain rude, sometimes it’s better to cut ties than to keep hoping the relationship will turn around.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

3 min read
Photo by Scottsdale Mint via Unsplash

Could Silver Be Clients’ Golden Ticket?

2 min read
Photo by The White House via Public Domain Mark 1.0

What Trump’s Executive Order Means for Alts in 401(k)s

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

Can Buffered ETFs Reshape Portfolio Management?

5 min read

Financial Planning

Advisors Weigh In on the Best States to Retire

Photo by Kristina Volgenau via Unsplash

With costs of living surging, some states fare better than others when it comes to retirement.

2 min read

Practice Management

Advisors May Take the Next Exit if NJ Passes New Contractor Rule

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The Garden State is considering changes to rules regarding contractors and employees. Advisors don’t like it, a poll suggests.

2 min read

Industry News

Dan Ives Collabs with Brooklyn Fashion Designer for Funky Shirts

Photo via Danivesclothing

The tech analyst said his taste in fashion mirrors his team’s out-of-the-box stock picking philosophy.

1 min read

Practice Management

Actionable advice and frameworks for financial advisors to build larger more durable businesses.

Photo by Andrew Stutesman via Unsplash

Are Advisors Looking Abroad for New Business?
Photo by Marten Bjork via Unsplash

Why 10% of Advisors Plan to Jump Ship This Year
Photo by LeonidKos via iStock

How Advisors Can Keep More Clients When Changing Firms
Photo by Chen Mizrach via Unsplash

Maintaining Client Relationships During Off-Hours

Industry News

LPL’s Stock Price Sinks as Commonwealth Deal Closes

Photo via Kris Tripplaar/Sipa USA/Newscom

There have been reports of advisors leaving, as well as a race among competitors for the industry talent that went up for grabs.

1 min read

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Market insights, practice essentials, and industry updates.