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

Photo by Fauxels via Pexels

Advisor Upside

Advisors Are Betting on These Investments in 2025

While they can’t predict the future, financial advisors are placing their bets on active investments, quantum computing, and more.

2 min read
Photo by Camilo Jimenez via Unsplash

Advisor Upside

Financial Advisors’ Delicate Dance to Court Retail Investors

As retail investors booms, advisors are balancing full-service offerings with more hands-on advice options.

1 min read
Photo by Yan Krukau via Pexels

Advisor Upside

PE Invasion Weighs on Wealth Management

The massive private-equity investments are causing concerns about its impact on the wealth management industry.

2 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.