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

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
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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

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

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

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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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