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

Financial Advisors’ Delicate Dance to Court Retail Investors

As retail investors booms, advisors are balancing full-service offerings with more hands-on advice options.

1 min read
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Advisor Upside

7 Magnificent ETFs for a Nasdaq Melt Up

Investors have plenty of choices to gain exposure to the Magnificent 7, depending on how much risk or reward they choose to take.

2 min read
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Consumer

Will the Drink Industry’s Hangover Last Through 2025?

In a 2023 Gallup survey, 62% of American adults under 35 said they drink alcohol, down from 72% twenty years earlier.

2 min read

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