Practice Management

Advisor Upside

Integrated Partners Gives Advisors a Hand Amid Rising Fraud

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Financial scams are more effective than ever, and AI-powered tools are designed to help prevent losses.

2 min read

Photo by Gage Skidmore via CC BY-SA 2.0

Advisor Upside

FINRA Cases Hit Record Lows. Warren Wants Answers

FINRA enforcement cases plummeted last year, sliding to the lowest level in the agency’s history, which caught the eye of Elizabeth Warren.

2 min read
Photo by Kenny Eliason via Unsplash

Advisor Upside

Where Does Gen Z Turn for Financial Advice? It’s Not TikTok

Parents and family members are Gen Z’s No. 1 source for financial advice, even topping social media influencers.

1 min read
Photo by Meanie Hyaena via CC BY 4.0

Advisor Upside

Advisors Gear Up for Treasury’s New Anti-Money Laundering Rule

Most financial advisors will have to start formally reporting suspicious money laundering activity by 2026.

2 min read

Advisor Upside

AUM Fees May Shrink Next Year. Do Advisors Care?

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Clients with more than $10 million can expect to pay just 66 basis points on their assets in 2026.

2 min read

Advisor Upside

Becoming a Pro Athlete Is Hard Work. So Is Managing Their Finances.

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An athlete’s income is generally earned quickly, and their careers can end just as fast.

2 min read

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

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