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

Women Get First Crack at $84T Wealth Transfer

Because women typically outlive men, approximately $9 trillion of the wealth transfer is projected to fall to them in the coming years.

1 min read
Photo via Morningstar

Advisor Upside

Morningstar CEO: ‘The Wolf’ Is Coming For AUM Fees

Stocks generated a healthy 12% annualized return over the past decade, but AUM fees may come into question in a downturn.

2 min read
Photo by Camilo Jimenez via Unsplash

Advisor Upside

Social Media Is Making Advisors’ Jobs Harder

Digital media is having an impact on advisors and making it more difficult to provide financial advice.

1 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

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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