Practice Management

Advisor Upside

Advisors May Take the Next Exit if NJ Passes New Contractor Rule

Photo by gguy44 via iStock

The Garden State is considering changes to rules regarding contractors and employees. Advisors don’t like it, a poll suggests.

2 min read

Photo by Rawpixel via iStock

Advisor Upside

5 Tips for a Seamless Succession

The most important decision for the business’s future is who will take over when the founder steps away.

3 min read
Photo by Andrew Stutesman via Unsplash

Advisor Upside

Are Advisors Looking Abroad for New Business?

While the bulk of American advisors’ business is conducted in the US, some are finding opportunities overseas.

1 min read
Photo by Marten Bjork via Unsplash

Advisor Upside

Why 10% of Advisors Plan to Jump Ship This Year

One in 10 advisors is planning to switch jobs in 2025 — and yes, it’s probably Steve.

1 min read

Advisor Upside

How Advisors Can Keep More Clients When Changing Firms

Photo by LeonidKos via iStock

A new report shows transitioning advisors may lose nearly a quarter of managed assets.

2 min read

Advisor Upside

Referrals Are Still King, Even In the Era of AI

Photo via Yichuan Cao/Sipa USA/Newscom

Growth across the RIA industry remains robust, but AI helps top performers stand apart from the crowd, according to a new Schwab report.

2 min read

Photo by JSB Co. via Unsplash

Advisor Upside

States With the Highest AUM Potential Per Advisor

Recent industry research based on household net worth data shows certain states have higher AUM potential than others.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Popov via iStock

Advisor Upside

Record RIA Growth Is Great. Here’s the Catch

Investment Adviser Industry report shows where and how the advice industry is evolving.

4 min read
Photo by Getty Images via Unsplash

Advisor Upside

Why Black Americans Save Less and How Advisors Can Help

Even at higher income levels, Black Americans report having less saved for retirement, per the Employee Benefits Research Institute.

2 min read

Advisor Upside

What Will It Take to Get More Advisors Volunteering?

Photo by Tinnakorn Jorruang via iStock

Pro bono work is often a priority for financial advisors, but less than a fifth of CFPs actually volunteer.

3 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.