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Advisor Upside

Advisors Are Betting on These Investments in 2025

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While they can’t predict the future, financial advisors are placing their bets on active investments, quantum computing, and more.

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Advisor Upside

How Clients Can Invest in NFL Teams

As the NFL opens up investments from private equity firms, new funds may help clients invest in their favorite teams.

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Advisor Upside

Big Tech Fizzles in Early 2025: Jeremy Siegel

The famed Wharton School economist points to sky high valuations and a possible sector rotation.

2 min read
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Advisor Upside

Fidelity Hires New Head of 1,700-member Family Office Network

Fidelity has hired an industry veteran to lead one of the world’s largest professional networks of family offices.

1 min read
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Advisor Upside

ETFs Are Breaking Inflow Records. Not So Much Overseas

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

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