Practice Management

Advisor Upside

AUM Fees May Shrink Next Year. Do Advisors Care?

Photo by Getty Images via Unsplash

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

2 min read

Photo by Claudio Schwarz via Unsplash

Advisor Upside

UBS Shake-Up Aims to Court the Richest of the Rich

The Zurich-based bank joins a growing list of wealth management’s elite, including JPMorgan and Goldman, to focus on the wealthiest investors.

1 min read
Photo via Finra

Advisor Upside

Finfluencers in Crosshairs of Latest FINRA Lawsuit

The online broker TradeZero allegedly did not properly oversee paid online marketing materials created by social media influencers.

2 min read
Photo via Connor Lin / The Daily Upside

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

Advisor Upside

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

Photo by Dave Adamson via Unsplash

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

2 min read

Image Credit: iStock, vOv

Advisor Upside

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

2 min read

Advisor Upside

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

Photo by Sora Shimazaki via Pexels

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

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.