Practice Management

Advisor Upside

States With the Highest AUM Potential Per Advisor

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Recent industry research based on household net worth data shows certain states have higher AUM potential than others.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Popov via iStock

Advisor Upside

Record RIA Growth Is Great. Here’s the Catch

Investment Adviser Industry report shows where and how the advice industry is evolving.

4 min read
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Advisor Upside

Why Black Americans Save Less and How Advisors Can Help

Even at higher income levels, Black Americans report having less saved for retirement, per the Employee Benefits Research Institute.

2 min read
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Advisor Upside

What Will It Take to Get More Advisors Volunteering?

Pro bono work is often a priority for financial advisors, but less than a fifth of CFPs actually volunteer.

3 min read

Advisor Upside

Advisor Teams Are Getting Bigger. Here’s Why

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Teams of 10 or more advisors are becoming the norm, according to new data from AdvizorPro.

2 min read

Advisor Upside

How the CFP Board Is Leading the Charge on AI

Photo via Connor Lin / The Daily Upside

The nonprofit certification body has formed a working group to address the challenges and opportunities of AI for advisors.

2 min read

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

Advisor Upside

Why UBS Is the Only Wirehouse to Allow Podcasting

For years, Mitch Slater urged UBS to let its advisors launch their own shows. Now, more than 50 advisors have them.

2 min read
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Advisor Upside

How Advisors Can Avoid Becoming Over-Reliant on AI

Even for grunt work tasks, unchecked AI use can wind up hurting relationships.

1 min read
Photo via Wu Xiaoling/Xinhua News Agency/Newscom

Advisor Upside

What Advisors Can Learn from the NBA Finals

While talent is crucial, success hinges on a leader’s ability to unite individuals behind a common goal.

3 min read

Advisor Upside

How Advisors Can Harness Media to Reach Gen Z

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Advisors need to embrace social media, podcasting, and client testimonials if they want to reach Gen Z clients, marketing experts say.

2 min read

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