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Advisor Upside

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

Why LPL Bought Mariner Advisors Biz It Already Works With

Photo via LPL Financial

2 min read
Morgan Stanley, BofA Add to Wall Street’s Earnings Bonanza

Photo by Curated Lifestyle via Unsplash

2 min read
Most Retail Investors Are Using AI. Advisors Are Getting Worried

Photo by Solen Feyissa via Unsplash

2 min read

Finance

Charles Schwab Chases Gen Z Crowd into Crypto

Photo via Jimin Kim/ZUMAPRESS/Newscom

Gen Z started investing earlier than other generations and is more likely to pour money into alternative assets, particularly crypto.

2 min read

Retirement Upside

Ex-EBSA Head Lisa Gomez on 401(k) Trends, Fidelity-Pontera Dispute

Photo via Collaborative Consulting Solutions

Substantial strides have been made in plan design and governance, but a big advice gap continues to stymie retirement savers.

5 min read

Banking

Citigroup Surges as Fraser’s Overhaul Yields 42% Profit Growth

Photo via Dickson Lee/SCMP/Newscom

CEO Jane Fraser, who took over in 2021, has won plaudits for executing a multi-year reordering of the bank’s sprawling global structure.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Amr Miqdadi via Unsplash

Morgan Stanley’s Bitcoin ETF Launches as a New Vampire Fund Rises from the Crypt(o)
Photo by Alexandru Ivanov via Unsplash

ETF Assets May Top $25 Trillion in the US by 2030
Photo by Danny Howe via Unsplash

Leaning into Feels, These ETFs Test the Wisdom of the Crowd
Photo by Quang Nguyen Vinh via Unsplash

State Street Follows BlackRock With Filing to Challenge Invesco’s QQQ

Advisor Upside

Ground Control to Major Tom: What Can Space Funds Do for Portfolios?

Photo by Greg Rakozy via Unsplash

With so much enthusiasm for assets linked to the ever-expanding cosmos, it may be time for advisors to reach for the stars.

2 min read

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