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
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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

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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

Photo illustration by Connor Lin / The Daily Upside, Photos by Blue Origin and Daniel Oberhaus via CC BY 4.0

Technology

The State of the Billionaire Space Race

Blue Origin is going slower than SpaceX, but it also nailed a massive rocket launch on the first try. Jeff Bezos is back in the space race.

5 min read
Photo by Web Summit via CC BY 2.0

Finance

Crypto-Friendly Neo-Broker eToro Files for IPO

The listing marks a potentially triumphant comeback story and an insult of sorts to the embattled London stock exchange.

2 min read
Photo by Jay R. via Pexels

Energy

Oil Markets Show Signs of Resilience and Retreat as 2025 Gets Underway

With the way things are going today, it’s becoming increasingly hard to figure out what’s going on with the oil market.

2 min read

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