FA Upside

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

Investing Strategies

Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

While predicting the future of the global economy is anybody’s guess, today’s normal is unlikely to continue.

6 min watch

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NEW EPISODE

EP1: Geopolitical Risk, Retirement Psychology & AI’s Growing Role in Wealth Management

Episode 5 | 1 min read

Investing Strategies

Diversification Is Better than a Free

Photo illustration by Connor Lin / The Daily Upside, Photos by Tohamina/Freepik, Rodworks/iStock, and Banphote Kamolsanei/iStock

Owning a broad basket of investments may be the only way to reduce a portfolio’s risk, without simultaneously reducing its expected returns.

3 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

Industry News

Supreme Court Upholds SEC’s Broad Disgorgement Powers

Photo by Jimmy Woo via Unsplash

The nation’s highest court agreed unanimously that the SEC doesn’t need to prove monetary harm to obtain disgorgement.

2 min read

Practice Management

How Advisors Can Give Lackluster Annuities New Life

Photo by Jacob Wackerhausen via Unsplash

1 min read

Industry News

Schwab Says Wealth Expansion Won’t ‘Bump Into’ RIA Clients

Photo by Sundry Photography via iStock

While advisors tend to feel confident that clients won’t leave them, there’s still a fair bit of, let’s say, tension.

2 min read

Practice Management

Actionable advice and frameworks for financial advisors to build larger more durable businesses.

Wealthtech

Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration

Photo by Getty Images via Unsplash

Before advisors start building out their tech stacks, they first need to ask themselves what they want to solve.

2 min read

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