FA Upside

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

Industry News

An Effective, Unpopular Way to Help Fix Social Security: $100K Cap

Photo by Veronique D via iStock

Limiting a couple’s benefit to $100,000 would plug up to a fifth of the solvency gap without affecting many current retirees.

2 min read

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Industry News

Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

2 min read
Why ‘Old School’ Franklin Templeton Just Bought a Crypto Startup

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

2 min read
Inside the DOL’s Plan to Open Up Alternative Assets in 401(k)s

Photo by US Department of Labor via CC BY 2.0

2 min read

Wealthtech

Forget AI Assistants. Vanguard’s New Tech Helps Manage Client Portfolios

Photo via Connor Lin / The Daily Upside

The tool is a part of the company’s Portfolio Analytics system, alongside features like stress testing, healthcare cost projections and Social Security optimizations.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs

2 min read
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For Your (Tax) Health: The Underloved HSA

4 min read
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How Advisors Are Finding Opportunities in Private Real Estate Right Now

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Mikolajn and Feedough and via iStock

Why Advisors Are Doubling Down on Munis, High-Quality Bonds Right Now

4 min read

Financial Planning

How Advisors Can Work with Parents to Protect Athlete Clients

Photo by Jose Morales via Unsplash

Advisors can help strengthen relationships and help avoid situations where family members start taking advantage of each other.

2 min read

Financial Planning

No Heirs, No Problem. Why Childfree Clients Are a 60 Million-Person Opportunity

Photo by Lou Lou B Photo via Unsplash

2 min read

Financial Planning

How to Find Investing Insights from Tax Returns

Tax alpha is critical and building tax-efficient portfolios and strategies is a better way to add alpha than trying to beat the market.

4 min read

Practice Management

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

Photo by Jason Richard via Unsplash

What Will Advisors Do if AI Takes Over the World?
Photo by krakenimages via Unsplash

Your Average Advisor Is Happier than Your Average American
Photo by Julian Hochgesang via Unsplash

Something Doesn’t Sound Right: Advisors Grapple With AI ‘Vishing’ Scams
Photo by Jacob Wackerhausen via iStock

The Age of 401(k) Cross-Selling Has Arrived

Industry News

The Fiduciary Rule Is Dead, but the Conversations Aren’t

Photo via Sasun Bughdaryan

The rule was struck down in federal court, but the questions it raised around serving clients appropriately are alive and well.

2 min read

Photo via Connor Lin / The Daily Upside

Wealthtech

AssetMark Becomes Latest Firm to Expand Tax Planning Tools

The TAMP announced enhancements to its Adhesion platform.

2 min read
Photo via GeoWealth

Industry News

Goldman Sachs to Invest $42.5M in TAMP GeoWealth

The majority will provide liquidity to early shareholders instead of going directly to GeoWealth’s balance sheet.

1 min read
Photo via Connor Lin / The Daily Upside

Wealthtech

How Vanguard Is Mapping Out the Future of AI

The company’s head of financial advisor services Lauren Wilkinson said wealth managers are already finding major efficiencies. What comes next?

2 min read

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Market insights, practice essentials, and industry updates.