Practice Management

Advisor Upside

More Work, More Pay: Advisor Retainer Fees Surge 52%

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The price increases come as the industry continues to shift from investment management to financial planning.

2 min read

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Advisor Upside

What to Do When Clients Struggle With Gambling Issues

Wealth managers can often be the first point of contact when a client exhibits or admits problem behavior.

1 min read
Advisor Upside

New AI Technology Is Fueling the $784B Breakaway Movement

The hottest advisor trend on Wall Street right now may be ghosting the wirehouses.

4 min read
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Advisor Upside

Don’t Forget About Hosting Client Events. Yes, IRL

Client events are designed to generate referrals and deepen relationships, and remain one of the largest drivers of organic growth.

2 min read

Advisor Upside

Rich Folks Want to Know What They’re Paying Advisors For

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Retention often comes down to what services advisors provide and the kind of help clients actually feel like they’re getting.

2 min read

Advisor Upside

Your Average Advisor Is Happier than Your Average American

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With notably higher rates of wellbeing, financial advice is becoming an increasingly appealing profession.

2 min read

Advisor Upside

Forget Client Referrals. How Advisors Are Building a ‘Circle of Influence’ Instead

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Widening the professional circle of influence is becoming more important as advisors look to expand their services to new areas.

2 min read

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Advisor Upside

RIA Boom Redraws Wealth Management Map

Assets at independent advisory firms grew at an annualized rate of 11% over the past five years, while wirehouse assets increased just 8.5%, according to recent data.

5 min read
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Advisor Upside

Succession Headaches Are Fueling M&A Activity

A record year for deals highlights the succession challenges RIAs are struggling to overcome.

2 min read
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Advisor Upside

Advisors Share New Year’s Resolutions for 2026

2 min read

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