Retirement Upside

Actionable insights for financial advisors guiding clients through the strategies, products, and policy shifts shaping retirement outcomes.

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

Industry News

VOO Becomes First ETF to Top $700 Billion in Assets

Photo via Thomas Fuller/ZUMAPRESS/Newscom

11 min watch
Dan Ives Collabs with Brooklyn Fashion Designer for Funky Shirts

Photo via Danivesclothing

1 min read
LPL’s Stock Price Sinks as Commonwealth Deal Closes

Photo via Kris Tripplaar/Sipa USA/Newscom

1 min read

Practice Management

5 Tips for a Seamless Succession

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The most important decision for the business’s future is who will take over when the founder steps away.

3 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

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Can Buffered ETFs Reshape Portfolio Management?

5 min read
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Art Might Be Beautiful, but Where Does it Fit in Portfolios?

1 min read
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Krispy Kreme’s Suddenly Irresistible. What to Do When Clients Crave Meme Stocks

2 min read
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Apollo, Ares to Open Professional Sports Investments to Retail Clients

2 min read

Practice Management

Why 10% of Advisors Plan to Jump Ship This Year

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One in 10 advisors is planning to switch jobs in 2025 — and yes, it’s probably Steve.

1 min read

Industry News

New Stablecoin Bills Are Normalizing Crypto for Advisors

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Experts said the GENIUS Act, signed into law this month, will make advisors more confident about getting into digital currencies.

2 min read

Financial Planning

AI Set to Play More of a Role in Investment Selection

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Many advisors see AI as a big influencer in their jobs in the future, and one researcher expects the technology to be acting as a fiduciary in a few years.

2 min read

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Practice Management

Maintaining Client Relationships During Off-Hours

The growing expectation that clients should be able to get in touch with their advisors at a moment’s notice can disrupt vacations.

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

Financial Planning

Women Stand to Inherit Trillions of Dollars. They’re Still Underserved

Targeted marketing and tailored communication can build loyalty.

4 min read
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Industry News

Treasury Delays Anti-Money-Laundering Rule to 2028

Finalized last summer, the proposal intends to address issues like terrorist financing and foreign corruption in America’s advisory industry.

1 min read

Practice Management

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

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When it Comes to Succession Planning, Start Early
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M&A Just Broke More Records. But What Happens to Clients?
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Referrals Are Still King, Even In the Era of AI
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States With the Highest AUM Potential Per Advisor

Industry News

Bonsai With Clients? Here Are Advisors’ Favorite Pastimes

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Golfing and camping topped the list, according to a recent AdvizorPro survey.

2 min read

Photo illustration by Connor Lin / The Daily Upside

Investing Strategies

Playing the Benchmarking Game With Allan Roth

Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.

4 min read
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Industry News

Vanguard Made a Single Acquisition. Now, It’s Getting Sued

The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

2 min read
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Investing Strategies

Defense ETFs Surge Amid Wartime Buildups

ETFs targeting the sector are riding high this year due to sustained conflicts in Europe and the Middle East.

1 min read

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