FA Upside

Financial advisor news, market insights, and practice management essentials.

Investing Strategies

How Advisors Plan on Exposing Clients to SpaceX

Photo by Anirudh via Unsplash

Everyone wants a piece of the action. What’s the best way to invest in the Elon Musk-led company?

2 min read

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Industry News

Supreme Court Upholds SEC’s Broad Disgorgement Powers

Photo by Jimmy Woo via Unsplash

2 min read
Wellington’s $1.9B Deal to Buy Hartford Funds

Photo via Nexpher Images

2 min read
Schwab Says Wealth Expansion Won’t ‘Bump Into’ RIA Clients

Photo by Sundry Photography via iStock

2 min read

Practice Management

How Advisors Can Give Lackluster Annuities New Life

Photo by Jacob Wackerhausen via Unsplash

1 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

Financial Planning

Inflation Isn’t Retiring Anytime Soon. Your Clients Should Be

Retirement planning is much more dynamic than a decade ago, and financial advisors are rewriting the playbook.

4 min read

Financial Planning

Estate Plan Disputes Are Painful. They Don’t Have to Be Disastrous

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Multiple beneficiaries, layered asset structures and significant financial stakes make high-value estate plans susceptible to court challenges.

2 min read

Wealthtech

Addepar CEO Eric Poirier on AI, Alts and the ‘Eternal Optimist’

Photo via Addepar

New technologies can help advisors serve more clients, and one day help address wealth inequality … hopefully.

5 min read

Practice Management

Actionable advice and frameworks for financial advisors to build larger more durable businesses.

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More Work, More Pay: Advisor Retainer Fees Surge 52%
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What to Do When Clients Struggle With Gambling Issues
New AI Technology Is Fueling the $784B Breakaway Movement
Photo by Dorien Monnens via Unsplash

Don’t Forget About Hosting Client Events. Yes, IRL

Investing Strategies

SEC Wants Fewer Earnings Reports. Advisors Aren’t Sold

Photo by Jakub Żerdzicki via Unsplash

When data has become a more precious resource than oil, many wealth managers are wondering why they would want less.

2 min read

Photo via Ahmed Fesal Bayaa/ZUMAPRESS/Newscom

Wealthtech

ChatGPT Can Now Give Advice By Linking to Clients’ Bank Accounts. Can They Trust It?

OpenAI unveiled a new suite of personal finance tools last week, but how helpful they will be is still up for debate.

2 min read
Photo via Altruist

Industry News

Digital Custodian Altruist Takes On Schwab, Fidelity With New RIA Model

The affiliate model itself is nothing new, but it’s novel for a custodian.

2 min read
Photo by Jacob Wackerhausen via Unsplash

Financial Planning

How to Help Clients After the $124T Great Wealth Transfer

An advisor’s role doesn’t end after an inheritance.

2 min read

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