Raymond James

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

ETFs Are Breaking Inflow Records. Not So Much Overseas

US equity ETFS saw nearly $150 billion in inflows last month. Those tied to Europe, Japan, and emerging markets weren’t so lucky.

1 min read

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Advisor Upside

AI’s Coming for Wall Street Jobs

Executives at top financial services firms expect to cut as many 200,000 jobs in the next five years and significantly increase revenues.

2 min read
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Advisor Upside

Vanguard Flips the Script on 60/40 Rule

The investment company says advisors and investors should break from the traditional strategy and take on more defensive positions this year.

2 min read
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Advisor Upside

Ads Featuring Burning Dollar Bills? UK Watchdog Says Nope

The UK Advertising Standards Authority said Wahed Invest can no longer run posters with flaming US and EU bills.

1 min read

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