FA Upside

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

Financial Planning

Is the Great Wealth Transfer Really All That Great?

Photo by Anatoly Kireev via iStock

New research predicts just $17.5 trillion may transfer over the next two decades.

2 min read

Industry News

Solid Wall Street Earnings Come with a Tariff Asterisk

Photo by Click See via CC BY-SA 2.0

1 min read
Who Gets to Call Themselves ‘Advisor?’

Photo by Getty Images via Unsplash

2 min read
Advisors Sift Through Tariff Turmoil as Uncertainty Lingers

Photo by Gage Skidmore via CC BY-SA 2.0

2 min read

Practice Management

Becoming a Pro Athlete Is Hard Work. So Is Managing Their Finances.

Photo by Dave Adamson via Unsplash

An athlete’s income is generally earned quickly, and their careers can end just as fast.

2 min read

Photo via Connor Lin / The Daily Upside

Wealthtech

Wealthtech Booms as Ethic Lands $64M in Funding

The round was led by State Street Global Advisors and will go toward building out Ethic’s accounts and model portfolios.

1 min read
Photo by Zlaťáky.cz via Unsplash

Investing Strategies

Can Gold Help Weather a Downturn? Maybe

The precious metal has been riding high lately as equities have taken a tumble after the Trump administration’s sweeping tariffs.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

ETFs

Dual-Share Classes Are Coming. Why It Matters.

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

ETF

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

Photo by Hapabapa via iStock

Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read

Industry News

CFP Board May Ease Rules on Prior Bankruptcy, Alcohol, Drug Charges

Photo via Connor Lin / The Daily Upside

The proposed changes could lighten the load for the organization and make it easier for advisors to move on from previous offenses.

1 min read

ETFs

Westwood ETF Says it Pays to Be Democratic

Photo via Connor Lin / The Daily Upside

A new fund from Westwood and TOBAM aims to limit exposure to authoritarian states including China, Russia, and Turkey.

2 min read

Practice Management

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

The Real Problem Behind Succession Planning
Photo by Anna Shvets via Pexels

The Business Case Behind Advising Women
Photo by Mikhail Nilov via Pexels

The RIA Industry Is Getting Younger. Not Your Average Advisor
Photo by Yan Krukau via Pexels

Women Run the Investments in Most Homes: CFP Board

Regulation

SEC Eases Rules on Marketing

Photo by Hapabapa via iStock

For the second time in two weeks, the agency made clear that funds have more marketing leeway to solicit clients.

2 min read

Sign Up for Advisor Upside to Unlock This Article

Market insights, practice essentials, and industry updates.