Practice Management

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

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Advisor Upside

AI Assistants Are Taking Over Wall Street

New AI assistants from Wall Street firms, like JPMorgan and Morgan Stanley, are projected to create billions of dollars in value.

2 min read
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Advisor Upside

RIA Deals Hit Sizable Peak in Q2

The heightened RIA deal activity points to optimism for cheaper financing in the future as firms get ready for Federal Reserve rate cuts.

2 min read
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Advisor Upside

Advisory Firms Say Thanks, But No Thanks to AI

Artificial intelligence may be one of the fastest-growing tools in business, but don’t tell that to the compliance department.

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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Advisor Upside

What Ken Fisher’s Nearly $13B Valuation Means for RIAs

The eye popping private-equity deal for famed Fisher Investments is a boon for financial advisors.

3 min read
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Advisor Upside

Breakaway Advisors Say Going Indie Was Worth It: Schwab

Going independent can be daunting, but the majority of advisors say the decision turned out to be the right one, according to the survey.

3 min read
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Advisor Upside

It’s Back to Basics, and The Phenomenally Wealthy, For Goldman Sachs

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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