Industry News

Advisor Upside

Competition Heats Up for Commonwealth Advisors After LPL Deal

Photo via LPL Financial

Commonwealth advisors are now hot ticket items, and some are being offered lucrative deals from competitors.

2 min read

Photo by Ajay Suresh via CC BY 2.0

Advisor Upside

Morgan Stanley Eyes Startups Ahead of Potential IPO Rebound

A Morgan Stanley partnership with Carta could result in more clients, and more assets, for its advisory business.

2 min read
Photo by Antoni Shkraba via Pexels

Advisor Upside

How Early Education is Helping Advisors Promote Racial Equality

Black professionals account for just 2% of Certified Financial Planners in the US, according to industry data.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Gzorgz and iLexx via iStock

Industry News

AI Won’t Replace Advisors. But It Will Transform the Industry.

AI won’t treat us to a round of golf to discuss investment strategies. But the technology is already a game changer for financial advisors

5 min read

Advisor Upside

Social Security Can be Fixed Without Cutting Benefits, Pension Expert Says

Photo by Eric1513 via iStock

It may be years before some Americans can get realistic estimates on payments from the beleaguered system.

2 min read

Advisor Upside

Fidelity’s $280B Contrafund Appoints First New PMs Since 1990

Photo by FinkAvenue via iStock

Longtime manager Will Danoff hasn’t announced an exit, but two additional co-managers will handle a slice of the massive portfolio.

2 min read

Advisor Upside

Solid Wall Street Earnings Come with a Tariff Asterisk

Photo by Click See via CC BY-SA 2.0

The latest earnings may not reflect recent market volatility ushered in by the Trump administration’s sweeping tariffs.

1 min read

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