Practice Management

Advisor Upside

Client Withdrawals Can Outpace Organic Growth if RIAs Aren’t Careful Enough

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RIAs lose 2% to 5% of their AUM annually through client withdrawals, but they’re also averaging just 3% to 4% in organic growth each year.

2 min read

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Advisor Upside

AI May Not Replace Advisors, But It Is Raising Expectations

Clients are having more complex conversations with advisors after doing independent research, according to a study from Edward Jones.

2 min read
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Advisor Upside

Why PE’s Buying Spree Shows No Signs of Slowing

The investments may be turning the independent channel into the corporate behemoths advisors have been fleeing in the first place.

2 min read
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Advisor Upside

Record RIA Dealmaking Isn’t Just About Assets Anymore

Firms use acquisitions to add expert advisors in tax, retirement, trust and estate planning.

2 min read

Advisor Upside

RIAs Excel in Client Retention but Need a Strategy for Boosting Referral Business

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Adopting AI effectively or replacing ad-hoc new client goals with a formalized plan can also lead to incremental yet meaningful growth.

2 min read

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Advisor Upside

Financial Advisors Are Finding Their Voice on Substack

Advisors said the newsletter platform lets them write directly to their target audience.

2 min read
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Advisor Upside

Want Top Dollar for Your RIA? Buyers Are Looking for More Than Assets

Acquirers want firms with strong organic growth and next-generation leaders in place.

4 min read
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Advisor Upside

Planners at IBDs, Wirehouses Earn Highest Salaries Among Advisors

Advisors at RIAs ranked at the bottom of the spectrum, netting a median of $175,000 last year.

2 min read

Advisor Upside

Retiring Advisors Push M&A Deals to $2.5T

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Most of the opportunities lie with the biggest firms, which have the deepest pockets, but Cerulli sees mergers up and down the AUM spectrum.

2 min read

Advisor Upside

Your Practice Isn’t Worth What You Think. Here’s Why

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The issue isn’t the number. It’s the lens being used to arrive at it.

4 min read

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