Practice Management

Advisor Upside

Almost 11,200 Advisors Switched Firms Last Year

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Advisor career choice is high, with many opting for regional firms to avoid the wirehouse system and opening their own practice.

2 min read

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Advisor Upside

What Will Advisors Do if AI Takes Over the World?

Most advisors aren’t too worried about AI taking their jobs, but some are already prepping for plan B.

3 min read
Photo via Damon Butler

ETF

AI Meets Active Management: The Technology Powering the Next Generation of ETFs

5 min watch
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Advisor Upside

Your Average Advisor Is Happier than Your Average American

With notably higher rates of wellbeing, financial advice is becoming an increasingly appealing profession.

2 min read

Advisor Upside

Something Doesn’t Sound Right: Advisors Grapple With AI ‘Vishing’ Scams

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2 min read

Advisor Upside

RIA Boom Redraws Wealth Management Map

Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

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

Advisor Upside

What Will M&A Look Like in 2026?

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PE will continue to dominate, but medium-sized sellers may fill in the gaps.

2 min read

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