FA Upside

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

Financial Planning

First Tax Season Under Big Beautiful Bill Mixes Heightened Complexity with Bigger Refunds

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While tax season is always a headache, clients may see larger refunds this year thanks to recent legislation, experts said.

4 min read

Industry News

Robinhood, TradePMR Join Growing Referral Space

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1 min read
Why FINRA Might Overhaul Its Arbitration System

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2 min read
Texas Stock Exchange Gores NYSE, Nasdaq with New Ad Campaign

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2 min read

Investing Strategies

Private Investments Are Coming for 401(k)s. There’s a Big Illiquidity Problem

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To work in 401(k) plans, some private equity investments would need far more readily available cash than investors might assume.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

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Advisors Muscle Up Client Portfolios as Dollar Weakens

4 min read
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These ETFs Would Bet on 2028 Presidential, Congressional Races

2 min read
The Risk of Taking on Too Much Risk

4 min read
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AI Anxiety Is Tanking Stocks. Here’s the HALO

2 min read

Financial Planning

Why Jeffrey Levine Doesn’t Buy Cat Food, or the Bonus Depreciation Hype

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The chief planning officer at Focus Partners Wealth said the accelerated depreciation methods are useful, but they’re not magic.

2 min read

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Financial Planning

For Elderly Clients, Home Design Is the New Hot Ticket

A graying population aging at home requires investments in senior-friendly designs and financial advisors can help.

2 min read
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Wealthtech

Anthropic Bets Big on Wealth Management with New AI Tools

2 min read
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Industry News

Ritholtz Wealth Files for First ETF

The 351 exchange fund would maintain equity exposure during sustained market uptrends and become defensive during downtrends.

1 min read

Financial Planning

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

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2 min read

Wealthtech

April Introduces AI-Powered Tax Planning, Prep for Advisors

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The tools help wealth shops deliver tax services without building a practice from scratch.

2 min read

Practice Management

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

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Advisors Drop The Wall Street Attire for a More Alternative Approach
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Forget Client Referrals. How Advisors Are Building a ‘Circle of Influence’ Instead
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RIA Boom Redraws Wealth Management Map
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Succession Headaches Are Fueling M&A Activity

Wealthtech

Vestwell Raises $385M in Funding, Doubling Total Investments

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Blue Owl Capital and Sixth Street Growth led the Series E funding round.

1 min read

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