Raymond James

Advisor Upside

JPMorgan, Edward Jones Among Latest Firms to Reshape DEI Efforts

Photo by LewisTsePuiLung via iStock

JPMorgan said it has swapped out “equity” for “opportunity” in an effort to better reflect the program’s goals.

2 min read

Photo by Markus Spiske via Unsplash

Advisor Upside

More than 8 in 10 Advisors Said They Now Use Generative AI

Firms are building up their tech stacks with AI, according to a survey from Advisor360. They’re also expanding the C-suites.

1 min read
Photo by RDNE Stock Project via Pexels

Advisor Upside

Brokerages Up the Ante on Advisor Loans

The independent broker-dealer LPL reported $2.3 billion in net advisor loans last year, up a whopping 53% from 2023, per an SEC filing.

1 min read
Photo by Amanz via Unsplash

Advisor Upside

Schwab, Blackstone Among Firms Fined By SEC Over Off-Channel Comms

The controversial enforcement actions have been called a “cash cow” by Commissioner Hester Peirce.

2 min read

Advisor Upside

ETFs Are Breaking Inflow Records. Not So Much Overseas

Photo by Artem Podrez via Pexels

US equity ETFS saw nearly $150 billion in inflows last month. Those tied to Europe, Japan, and emerging markets weren’t so lucky.

1 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.