FA Upside

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

Investing Strategies

What Happens When Private Markets Get Opened Up to the Masses?

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Increased regulation could hurt the potentially high-returns that make private markets so attractive in the first place.

2 min read

Industry News

JPMorgan Tokenizes PE Fund on In-house Blockchain

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1 min read
Morgan Stanley Buys Equity Trading Platform in Private Investment Push

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1 min read
Is the 2.8% Social Security COLA Increase Enough? Depends on Who You Ask

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2 min read

Investing Strategies

Annuity Sales Continue to Shatter Records in Q3

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US annuity sales reached nearly $120 billion in the third quarter, according to industry trade group LIMRA.

2 min read

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Investing Strategies

Worried About Record Stock Market Concentration? Us, Too

The 10 most valuable US companies had a market capitalization of nearly $24.4 trillion as of October

4 min read
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Investing Strategies

Is Active Management Primed for a Comeback?

2 min read
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Wealthtech

If ChatGPT Were an Employee, It’d Get Fired

As AI assumes more tactical responsibilities, the advisor’s value is shifting.

4 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

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Gen Z Prefers to Do It Themselves

2 min read
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How to Talk to Clients About Private Markets

2 min read
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How Wealthy Women Are Changing the World of Art Investing

2 min read
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There Are Now More PE Funds Than McDonald’s Franchises. What’s Behind the Alts Explosion?

4 min read

Industry News

Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

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As mega RIAs get bigger, some advisors are saying that the independent channel is beginning to look a lot like Wall Street.

4 min read

Financial Planning

How to Keep Clients from Supporting Their Children Indefinitely

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Some adult children are making a run on the “Bank of Mom and Dad”, and it’s beginning to throw a wrench in clients’ financial plans.

2 min read

Industry News

What’s the Deal with the Rise of Sub-Acquisitions?

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Sub-acquisitions made up 31% of all RIA M&A activity in 2025 amid rampant private equity investment in the industry.

2 min read

Practice Management

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

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Why IBDs Are Quietly Becoming the Most Popular Channel
XYPN’s Michael Kitces and Alan Moore on the Independent Advisor Boom
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How Advisors Suss Out Money Launderers
Paul Saganey

Why Integrated Partners’ Paul Saganey Wants to ‘Love Chaos’

Industry News

Jay Shah Steps Down as Edelman Financial Engines CEO

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Shah will remain with the company until the end of the year in an advisory capacity.

1 min read

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