Practice Management

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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Advisor Upside

Advisors Are Adding More Services. Clients Aren’t Using Them

Clients are utilizing, on average, less than half of the average services their firms offer.

2 min read
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Advisor Upside

How New FPA CEO Dennis Moore Plans to Shake Up Planning

Moore may be an industry veteran, but he has some innovative ideas for the association and its members.

5 min read
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Advisor Upside

Selling a Firm? Here’s How To Boost Valuations

Not all advisors are equipped to maximize enterprise value.

2 min read

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

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

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