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

Advisors Weigh In on Fixed Income in Turbulent Markets

Photo by Gorodenkoff via iStock

4 min read
Why the Bond Market’s Not Acting as It Should

Photo by Getty Images via Unsplash

2 min read
Will Vanguard Launch Its Private Investments the ‘Vanguard Way?’

Photo via Connor Lin / The Daily Upside

2 min read

Finance

Why Stock Exchanges Want a Piece of Texas, ‘The Wall Street of the South’

Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Krav via iStock and Muhammad Abdullah via Freepik

5 min read

CIO Upside

Google Patent Signals That You Might Not Need LLMs

Photo via U.S. Patent and Trademark Office

You don’t need Thor’s hammer to kill a fly.

1 min read

Investments

Investors Seeking Safe Havens Hoard Gold — Physical as well as Digital

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Investors are increasingly hoarding gold and bitcoin as conventional safe havens in US bonds and the dollar have come up short.

2 min read

ETF Upside

Lazard Hires Former US Rep. as Senior Advisor

Photo by U.S. House Office of Photography via Public Domain Mark 1.0

Patrick McHenry joins the firm after 20 years in Congress, the last two of which he served as the chair to the House Financial Services Committee.

2 min read

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