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

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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
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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
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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

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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