FA Upside

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

Investing Strategies

Why Advisors Are Betting on AI Infrastructure Over Apps

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Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.

5 min read

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Industry News

Citi to Hire 400 as Road to Recovery Continues

Photo via Citigroup

2 min read
Inside the Anthropic, OpenAI Deals That Are Reshaping Wall Street

Photo via Vincent Isore/ZUMAPRESS/Newscom

2 min read
UBS, LPL Ramp Up Recruitment After Shedding Advisers in Early ’26

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

2 min read

Practice Management

More Work, More Pay: Advisor Retainer Fees Surge 52%

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The price increases come as the industry continues to shift from investment management to financial planning.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

Practice Management

What to Do When Clients Struggle With Gambling Issues

Photo by Amit Lahav via Unsplash

Wealth managers can often be the first point of contact when a client exhibits or admits problem behavior.

1 min read

Financial Planning

Forget Allowances, Most Teens Want to Know How to Invest

It’s a prime opportunity for advisors who are looking to court the next generation of clients, according to a recent Schwab survey.

2 min read

Practice Management

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

Photo by Dorien Monnens via Unsplash

Client events are designed to generate referrals and deepen relationships, and remain one of the largest drivers of organic growth.

2 min read

Practice Management

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

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Rich Folks Want to Know What They’re Paying Advisors For
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Almost 11,200 Advisors Switched Firms Last Year
Photo by Jason Richard via Unsplash

What Will Advisors Do if AI Takes Over the World?
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Your Average Advisor Is Happier than Your Average American

Wealthtech

AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round

Photo by Mathieu Stern via Unsplash

The estate and tax planning segment has become one of the fastest-growing tech categories in financial planning.

2 min read

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