Practice Management

Advisor Upside

The Next AI Gold Rush May Be Compliance

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AI notetakers have been all the rage. Experts think compliance may be up next.

2 min read

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Advisor Upside

Why IBDs Are Quietly Becoming the Most Popular Channel

Independent broker-dealers were the fastest-growing wealth management channel year-over-year and now account for one in five advisors.

2 min read
Advisor Upside

XYPN’s Michael Kitces and Alan Moore on the Independent Advisor Boom

Between 2019 and 2025, XYPN firms saw client bases grow an average 25% per year.

2 min read
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Advisor Upside

How Advisors Suss Out Money Launderers

Many financial institutions are only just ahead of the curve for properly identifying suspicious activity.

2 min read

Advisor Upside

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

Paul Saganey

The CEO talks growth challenges, the consequences of this year’s volatility and how the Great Wealth Transfer is reshaping the advisor space.

3 min read

From left: Nana Kojo Kesseh, Seyi Olabanji, Dre Watson at the 2025 African American Financial Advisors Association conference in Washington DC.

Advisor Upside

How Next-Gen Advisors Are Breaking Into the Industry

Early career advisors discuss what they need to succeed and how their generation thinks about finances.

1 min read
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Advisor Upside

What It Means to Serve Women Clients

Research shows that 80% of women will leave their advisor following the death of their spouse.

2 min read
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Advisor Upside

Can AI Lead Generation Ignite Organic Growth for Advisors?

With organic growth rates flatlining, AI promises to both broaden the search for new clients and identify prospects within a firm’s niche.

2 min read

Advisor Upside

How to Win the Coveted Ultra-High-Net-Worth Client

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RIAs need to cultivate a higher level of trust and personalization to attract the wealthiest clients.

2 min read

Advisor Upside

When Is It Time to Say Goodbye to Clients?

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Whether a client disregards advice, withholds information or is just plain rude, sometimes it’s better to cut ties than to keep hoping the relationship will turn around.

2 min read

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