Industry News

Advisor Upside

Should Advised Clients Automatically Become Accredited Investors?

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A new proposal would recognize clients as accredited investors, but some advisors have doubts.

2 min read

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Advisor Upside

SpaceX Rocketing into Nasdaq-100 Spurs Questions from Clients

Despite being one of the largest companies by market cap, SpaceX won’t be among the heaviest-weighted names in the index.

2 min read
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Advisor Upside

Rich Getting Richer Fuels Demand for Advisors

The UBS Global Wealth Report says the ranks of the wealthy are swelling at every income level.

2 min read
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Advisor Upside

SEC Is Revamping Earnings Season. Will Companies Really Ditch Quarterly Reports?

Just because companies may be given the choice of reporting results only twice a year doesn’t mean all will do so.

2 min read

Advisor Upside

‘Hawkish Hold’ in Interest Rates, Iran Turmoil Prompt Advisors to Rethink Second Half of 2026

Wealth managers are keeping an optimistic, but realistic, outlook for the second half of the year.

5 min read

Advisor Upside

Supreme Court Upholds SEC’s Broad Disgorgement Powers

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

2 min read

Advisor Upside

Industry Conferences May Be Getting Smaller. That’s the Point

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Organizers are focusing on peer-to-peer connections and practical education amid a sea of industry events competing for advisors’ attention.

2 min read

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