Practice Management

Advisor Upside

Integrated Partners Gives Advisors a Hand Amid Rising Fraud

Photo by Jake Walker via Unsplash

Financial scams are more effective than ever, and AI-powered tools are designed to help prevent losses.

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
Photo by Anna Shvets via Pexels

Advisor Upside

The Business Case Behind Advising Women

As women’s overall assets increase, so does their desire for tailored financial guidance.

2 min read
Photo by Mikhail Nilov via Pexels

Advisor Upside

The RIA Industry Is Getting Younger. Not Your Average Advisor

As Americans’ wealth and demand for professional advice grows, the clock is ticking for firms to find new recruits.

3 min read

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

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

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

Sign Up for The Daily Upside to Unlock This Article

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