Practice Management

Advisor Upside

More Than 75% of Advisors Will Work off Fees by Next Year

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Commission-based compensation structures are used by just 23% of advisors today, according to a Cerulli report.

2 min read

Advisor Upside

The Real Problem Behind Succession Planning

The realities of an aging advisor demographic — combined with intense interest in RIA businesses from buyers — are changing the game.

5 min read
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Advisor Upside

The Business Case Behind Advising Women

As women’s overall assets increase, so does their desire for tailored financial guidance.

2 min read
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Advisor Upside

The RIA Industry Is Getting Younger. Not Your Average Advisor

As Americans’ wealth and demand for professional advice grows, the clock is ticking for firms to find new recruits.

3 min read

Advisor Upside

Women Run the Investments in Most Homes: CFP Board

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More than two-thirds of women report being their households’ primary decision-makers regarding financial investment choices.

1 min read

Advisor Upside

Hybrid Work Schedules Become a New Normal in Advice Industry

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Large pockets of the financial industry are still embracing flexible work schedules — especially independent firms.

2 min read

Advisor Upside

Integrated Partners’ Rob Sandrew on Market Corrections and ‘New Blood’

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The chief growth officer is at the forefront of preparing RIAs to grow their businesses and train advisors for the future.

2 min read

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