Practice Management

Advisor Upside

Forget Client Referrals. How Advisors Are Building a ‘Circle of Influence’ Instead

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Widening the professional circle of influence is becoming more important as advisors look to expand their services to new areas.

2 min read

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Advisor Upside

RIA Boom Redraws Wealth Management Map

Assets at independent advisory firms grew at an annualized rate of 11% over the past five years, while wirehouse assets increased just 8.5%, according to recent data.

5 min read
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Advisor Upside

Succession Headaches Are Fueling M&A Activity

A record year for deals highlights the succession challenges RIAs are struggling to overcome.

2 min read
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Advisor Upside

Advisors Share New Year’s Resolutions for 2026

2 min read

Advisor Upside

How Advisors Are Giving Back This Holiday Season

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Advisors tend to be more financially secure than most Americans, and have the means to help out their communities.

1 min read

Advisor Upside

Selling a Firm? Here’s How To Boost Valuations

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Not all advisors are equipped to maximize enterprise value.

2 min read

Advisor Upside

How Advisors Suss Out Money Launderers

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

2 min read

Paul Saganey

Advisor Upside

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

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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