FA Upside

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

Investing Strategies

Real Assets, like Property and Timber, Pique Interest Amid Volatility: Bank of America

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Real assets exhibit little correlation to traditional stocks and bonds, making them highly desirable among clients in these volatile times.

1 min read

Industry News

Advisors Weigh In on FINRA’s Side Hustle Rule Proposal

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2 min read
Social Security Backs Off From 100% Clawbacks

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2 min read
CFP Board Raises Renewal Fee by 26%

Photo via Connor Lin / The Daily Upside

2 min read

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Practice Management

Integrated Partners Gives Advisors a Hand Amid Rising Fraud

Financial scams are more effective than ever, and AI-powered tools are designed to help prevent losses.

2 min read
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Practice Management

AUM Fees May Shrink Next Year. Do Advisors Care?

Clients with more than $10 million can expect to pay just 66 basis points on their assets in 2026.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by JNemchinova and Ariawan Armoko via iStock

Financial Planning

The Great Wealth Transfer’s Not Just About the Money

With generational wealth momentum poised to put $124 trillion in motion, financial advisors face opportunities and challenges.

4 min read

Financial Planning

Families Brace for Student Loan SmackDown

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The government is coming to collect on federal student loans. That won’t just affect recent grads — it’s a family issue.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

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Advisors Weigh In on Fixed Income in Turbulent Markets

4 min read
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Why the Bond Market’s Not Acting as It Should

2 min read
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Behind the Vanguard, Blackstone, Wellington Plan to Launch Private Investments

2 min read
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Bonds Get a Bad Wrap. But They Thrived During Their ‘Great Depression’ of 2022.

4 min read

Industry News

Ameriprise, Raymond James Report Rocky Start to 2025

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Both independent broker-dealers reported earnings that missed the mark in some segments.

1 min read

Industry News

Social Security Can be Fixed Without Cutting Benefits, Pension Expert Says

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It may be years before some Americans can get realistic estimates on payments from the beleaguered system.

2 min read

OP-ED | OP-ED

How Estate Plans Are Changing Under the Trump Administration

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With President Trump now in his second term, estate tax policy has once again taken center stage.

2 min read

Practice Management

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

Industry News

Solid Wall Street Earnings Come with a Tariff Asterisk

Photo by Click See via CC BY-SA 2.0

The latest earnings may not reflect recent market volatility ushered in by the Trump administration’s sweeping tariffs.

1 min read

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