financial planner

Advisor Upside

Art Might Be Beautiful, but Where Does it Fit in Portfolios?

Photo by Dannie Jing via Unsplash

Just like sports memorabilia and Pokémon cards, art is a risky venture that most clients probably shouldn’t touch.

1 min read

Photo via Lenin Nolly/SIPA/Newscom

Advisor Upside

Advisors Calm Clients After Trump’s Latest Tariff Announcements

Financial plans are designed to weather economic uncertainty, but it can be hard for clients to remember that.

2 min read
Photo by Tinnakorn Jorruang via iStock

Advisor Upside

What Will It Take to Get More Advisors Volunteering?

Pro bono work is often a priority for financial advisors, but less than a fifth of CFPs actually volunteer.

3 min read
Photo by Jerell Ferry via iStock

Advisor Upside

3 Financial Planning Urban Legends

These myths can keep advisors from providing the best service to clients.

2 min read

Advisor Upside

Morningstar’s CEO Kunal Kapoor on Private Assets and ‘Extracting Gold’

Photo via Morningstar

Over the past eight years, Kapoor has helped the company expand its workforce to over 10,000 employees and boost its stock price more than threefold.

3 min read

Photo by Getty Images via Unsplash

Advisor Upside

Emotions More Problematic for Retirement than Finances

But there is a big reason to be concerned: Long-term care.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

CFP Board Raises Renewal Fee by 26%

The group will increase its certification fees to $575 to support its public awareness campaign and marketing efforts.

2 min read

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