Edward Jones

Advisor Upside

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

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

2 min read

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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

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Artificial Intelligence

Nvidia, Anthropic Refuel the AI Hype Train

Nvidia, the chipmaking king, has announced a slew of consumer-focused hardware, including a $3,000 “personal AI supercomputer” called Digits.

2 min read
Photo by Ajay Suresh via CC BY 2.0

Advisor Upside

FINRA Faces Big Legal Battles in 2025

The Wall Street watchdog is facing criticism from lawmakers, along with two lawsuits, that could theoretically redefine the agency.

2 min read
Photo by Anthony Quintano via CC BY 2.0

OP-ED | Advisor Upside

Allan Roth: Lessons from a Surprising 2024

The popular author and financial advisor weighs in on major market trends of last year, and takes a (speculative) peek ahead.

4 min read

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