advisor

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

Photo by Tima Miroshnichenko via Pexels

ETF Upside

Looking for an Advisor Job? Better Bring a Book of Business

Assets under management requirements are becoming a high hurdle for early-career advisors looking for a new role.

2 min read
Photo by Camilo Jimenez via Unsplash

Advisor Upside

Financial Advisors’ Delicate Dance to Court Retail Investors

As retail investors booms, advisors are balancing full-service offerings with more hands-on advice options.

1 min read
Photo by NanoStockk via iStock

Advisor Upside

Breaking Away Is Harder Than Ever. Advisors Say It’s Still Worth It

With more break away advisors going independent than ever, the landscape is becoming trickier to navigate.

4 min read

Advisor Upside

How Early Education is Helping Advisors Promote Racial Equality

Photo by Antoni Shkraba via Pexels

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

Photo illustration by Connor Lin / The Daily Upside, Photos by Vlad Yushinov and Choness via iStock

Consumer

Is the Restaurant Industry at the End of an Era?

Across-the-board inflation — including food costs, labor costs, and real estate costs — is pummeling restaurants. Can the industry survive?

6 min read
Photo by Nandaro via CC BY-SA 3.0

Media & Entertainment

2024: The Year Legacy Media Gave Up on Cable

In 2024, legacy media giants like Disney and NBCUniversal finally had enough with cable — and started making their own off-ramps.

1 min read
Photo by Ajay Suresh via CC BY 2.0

Media & Entertainment

2024: The Year YouTube Became TV

YouTube may have started off as a platform for small screens, but now it’s increasingly dominating the living room TV.

2 min read

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