Practice Management

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Advisor Upside

Dynasty CEO Shirl Penney: Focus on Being Unique in a Complex World

We caught up with Penney to discuss the industry’s talent shortage, the continuing “cyborging” of financial planning and more.

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Not All Charitable Giving Is Equal When It Comes to Taxes

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Why Lamborghini’s CFO Thinks Europe Rushed the EV Shift

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Advisor Upside

It’s Hard To Break the Chain and Start an RIA, but Often Worth It

Financial advisors leaving large firms to start their own or join an RIA have to do a careful cost-benefits analysis.

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Advisor Upside

How the Midterms May Impact RIA Dealmaking

Policy change may be unlikely, but that doesn’t mean the midterms won’t matter for mergers and acquisitions.

2 min read
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Advisor Upside

Fee-Only RIAs Grow in Number, but Not Percentage of Industry Assets

Mergers and acquisitions are changing the face of the industry, and clients may not realize how their advisors are compensated.

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Advisor Upside

Family Offices Need Governance, but Not All of Them Have It

If something happens to the principal decision-maker, the office can enter a state of confusing damage control.

1 min read

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