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

Photo by Osama Shukir Muhammed Amin FRCP(Glasg) via CC BY-SA 4.0

Advisor Upside

Nobel Heir Invests in US Wealth Manager

Peter Nobel is among a group of investors partnering with the wealth manager Cardea to create a rebranded firm Fourcore Capital.

2 min read
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Advisor Upside

State Street to Tokenize Real-World Assets for Institutional Investors

Legacy firms are recognizing the importance of crypto and diving deep into blockchain technology to help institutional investors.

2 min read
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Advisor Upside

SEC Sends Message Over Off-Channel Communications

Advisory firms are having to pay hefty fines if they get caught discussing business matters on personal devices.

1 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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