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Advisor Upside

Big Tech Fizzles in Early 2025: Jeremy Siegel

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The famed Wharton School economist points to sky high valuations and a possible sector rotation.

2 min read

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Analysis

Wall Street Does DeFi

New digital-asset funds from BlackRock and WisdomTree are bypassing traditional systems and issuing assets directly on the blockchain.

3 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

Inside Vanguard’s Latest Push Into Financial Advice

The $10 trillion asset manager is restructuring itself with an eye towards its wealth management business.

2 min read
Photo by Gorodenkoff via iStock

Advisor Upside

Don’t Fall for This AI Marketing Trap

Artificial intelligence is a handy tool, but generating all your promotional content with AI can be dangerous and ineffective.

2 min read
Photo by José Martín Ramírez Carrasco via Unsplash

Advisor Upside

Advisory Firms Need to Hire More Staff — and Fast

The industry will need more than 70,000 new staff over the next five years, according to a Charles Schwab report.

2 min read

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