Edward Jones

Advisor Upside

Schwab, Blackstone Among Firms Fined By SEC Over Off-Channel Comms

Photo by Amanz via Unsplash

The controversial enforcement actions have been called a “cash cow” by Commissioner Hester Peirce.

2 min read

Photo by JHVEPhoto via iStock

Advisor Upside

Edward Jones Trims Fees for Mass Affluent Clientele

Edward Jones, one of the nation’s largest brokerages, is shaving fees for mass affluent clients come October — albeit by just a hair.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Richard Darko via iStock

Alternatives

Collectibles are Fun but Risky Investments

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 Brett Sayles via Pexels

Artificial Intelligence

Biden Administration Eyes Data Center Regulations

Which way Trump will lean on the issue is difficult to say, though tech companies have worked hard to curry the incoming president’s favor.

2 min read
Photo by Scott via CC BY-SA 2.0

Real Estate

LA Wildfires Exacerbate California’s Insurance Crisis

California was already contending with a home insurance crisis due to unpredictable weather events. Then came this week’s fires.

1 min read

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