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Investments

Morgan Stanley Wants to Woo the Day-Trader Crowd

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Morgan Stanley is doubling down on its pursuit of day traders with a fancy new, souped-up premium platform for retail investing.

1 min read
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
Advisor Upside

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

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

2 min read
OP-ED | Advisor Upside

How Estate Plans Are Changing Under the Trump Administration

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With President Trump now in his second term, estate tax policy has once again taken center stage.

2 min read

Advisor Upside

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

The Not-So-Transparent Fees Hiding in the ETF Market

Photo by Kateryna Hliznitsova via Unsplash

2 min read
ETF Launches Reach Record Quantity. Quality? Not So Much

Photo by Aditya Chinchure via Unsplash

2 min read
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

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