Practice Management

Advisor Upside

Advisor Teams Are Getting Bigger. Here’s Why

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Teams of 10 or more advisors are becoming the norm, according to new data from AdvizorPro.

2 min read

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Advisor Upside

Will Client Testimonials Catch On With Advisors?

The SEC has allowed testimonials in advertisements since 2022, yet less than 10% of advisors use them.

1 min read
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Advisor Upside

Advisors Increasingly in Scramble Mode Over Fee Pressure

Advisors are getting creative with more services and non-traditional fee models.

4 min read
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Advisor Upside

Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

Just 6% of advisors nearing retirement have a fully documented succession plan, raising the risk that their businesses will lose clients and struggle to find leaders.

2 min read

Advisor Upside

How the CFP Board Is Leading the Charge on AI

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The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

2 min read

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Advisor Upside

Why UBS Is the Only Wirehouse to Allow Podcasting

For years, Mitch Slater urged UBS to let its advisors launch their own shows. Now, more than 50 advisors have them.

2 min read
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Advisor Upside

How Advisors Can Avoid Becoming Over-Reliant on AI

Even for grunt work tasks, unchecked AI use can wind up hurting relationships.

1 min read
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Advisor Upside

What Advisors Can Learn from the NBA Finals

While talent is crucial, success hinges on a leader’s ability to unite individuals behind a common goal.

3 min read

Advisor Upside

How Advisors Can Harness Media to Reach Gen Z

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Advisors need to embrace social media, podcasting, and client testimonials if they want to reach Gen Z clients, marketing experts say.

2 min read

Advisor Upside

Advisors’ Ultimate Defense Against Cyberattacks: Humans

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Well-intentioned employees can easily fall into digital scammers’ traps.

1 min read

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Advisor Upside

Schwab Dangles a Consulting Service for Indy Advisors

The membership-based option may collide with other consulting and peer network services for new RIAs.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by iLexx and Feedough via iStock

Advisor Upside

Advisors Love Automated Assistants. But What’s the Future of AI?

Expert opinions on artificial intelligence vary, but one thing is certain: Change is inevitable.

6 min read
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Advisor Upside

Clients are Getting Younger and Younger

When advisors start working with investors early, it can form strong relationships that last potentially decades.

2 min read

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