FA Upside

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

Industry News

Trump’s ‘Big, Beautiful Bill’ Is a ‘Mixed Bag’ for Advisors

Photo via Chris Kleponis-CNP/Picture Alliance/Consolidated News Photos/Newscom

Some worry about adding to the already ballooning national debt, while others applaud extending the Tax Cuts and Jobs Act.

2 min read

Industry News

Advisors Scrutinize Bill to Ease Rules for Accredited Investors

Photo by Chad Stembridge via Unsplash

2 min read
Social Security Insolvency Looming Closer Than Expected

Photo via imageBROKER/Jim West/Newscom

2 min read
What the GENIUS Act Means for Stablecoins and Advisors

US Senator Bill Hagerty. Photo via Aaron Schwartz/Sipa USA/Newscom.

2 min read

Practice Management

Will Client Testimonials Catch On With Advisors?

Photo by Dilok Klaisataporn via iStock

The SEC has allowed testimonials in advertisements since 2022, yet less than 10% of advisors use them.

1 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

Family Offices Explore Private Credit as Private Equity Returns Stall

1 min read
Photo by Mohamad Faizal Bin Ramli via iStock

What’s Going on With Muni Bonds?

4 min read
Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

Wells Fargo’s Hot on Energy, Financials. Not so Much on Consumers

2 min read
Photo via Jimin Kim/ZUMAPRESS/Newscom

Advisors Go Risk-On Heading Into 2H

2 min read

Practice Management

How the CFP Board Is Leading the Charge on AI

Photo via Connor Lin / The Daily Upside

The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

2 min read

Practice Management

What Advisors Can Learn from the NBA Finals

Photo via Wu Xiaoling/Xinhua News Agency/Newscom

While talent is crucial, success hinges on a leader’s ability to unite individuals behind a common goal.

3 min read

Industry News

What the SEC’s Scrapping of Biden-Era Proposals Means for Advisors

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

The agency unveiled a series of senior-level appointments while also nixing 14 rules proposed during Gary Gensler’s time in charge.

1 min read

Practice Management

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

Financial Planning

Most Americans Question Online Financial Information

Photo by Camilo Jimenez via Unsplash

Some 80% of Americans are skeptical of the investment and saving information they find on social media.

2 min read

Photo by designer491 via iStock

Financial Planning

Retirement Contributions Hit All-Time High, Fidelity Says

Fidelity’s Q1 2025 report found that Americans are putting income into their 401(k)s at record rates.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Krittiraj Adchasai and Cherezoff via iStock

Investing Strategies

Does Gold Still Make Sense After Hitting All-Time Highs?

Despite a pullback in May, the speed of the rally took even longtime gold watchers by surprise.

4 min read
Photo by David Jones via Unsplash

Industry News

Goldman, Morgan Stanley, JPMorgan Layoffs to Hit Northeast

The major Wall Street firms plan to lay off hundreds of workers in June.

2 min read

Sign Up for Advisor Upside to Unlock This Article

Market insights, practice essentials, and industry updates.