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 via SEEQC

CIO Upside

SEEQC Wants to Make Quantum Computing Less Complicated

The startup raised $30 million from Booz Allen Hamilton Ventures, NordicNinja and others.

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

Advisor Upside

JPMorgan, Citi, Wells, Goldman Crush Q4 Earnings

Wall Street ended 2024 on a high note, providing investors with a sigh of relief as we enter the new year.

1 min read
Photo by AlphaTradeZone via Pexels

Advisor Upside

4 Billion-Dollar ETF Busts from 2024

A quartet of ETFs faceplanted last year, but they could mount a comeback this year.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.