advisor

Advisor Upside

Who Gets to Call Themselves ‘Advisor?’

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The North American Securities Administrators Association updated a rule that seeks to bar many broker-dealer reps from using the title.

2 min read

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Advisor Upside

Trump DOL Expected to Abandon Fiduciary Rule, Again

The Department of Labor was granted a 60-day pause by a federal judge to review its appeal in two court cases.

1 min read
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Advisor Upside

Women Run the Investments in Most Homes: CFP Board

More than two-thirds of women report being their households’ primary decision-makers regarding financial investment choices.

1 min read
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Advisor Upside

Just a Third of Americans Are Confident Managing Their Finances

Low confidence could stem from many Americans not seeking out advice — professional or otherwise — according to a Thrivent study.

1 min read

Advisor Upside

After L.A. Fires, Advisors Help Clients Rebuild Their Financial Lives

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While it’s hard to imagine the impact of the disaster, advisors are making sure clients weather both immediate and long-term needs.

2 min read

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Advisor Upside

Looming Advisor Shortage Could Top 100K Over Next Decade

The advisor workforce is expected to decline 0.2% annually through 2034, according to a report by McKinsey & Co.

2 min read
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Advisor Upside

Millennials Want to Beat the Markets More Than You Do

It’s such a priority for younger clients that they’re often more likely to switch advisors after major life events.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Paul Campbell and Vovashevchuk via iStock

Healthcare

Let’s Navigate the American Health Care System

Americans make about 150 million trips to emergency departments each year. Their bank accounts wish they made far fewer.

5 min read

Alternatives

Collectibles are Fun but Risky Investments

Photo illustration by Connor Lin / The Daily Upside, Photo by Richard Darko via iStock

A portfolio doesn’t have to be just stocks and bonds. You can add something a little more fun, say your favorite vintage baseball cards.

4 min read

Advisor Upside

How Early Education is Helping Advisors Promote Racial Equality

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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
Photo via Charles Schwab

Advisor Upside

Schwab’s Incoming CEO Wurster on ‘Big Shoes’ and Positive Vibes

Rick Wurster has been with Schwab since 2016 and is set to take the helm of the almost $10 trillion discount brokerage in January.

3 min read

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