Practice Management

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

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Advisor Upside

Rich Clients Stick With Their Advisor. Their Children? Not So Much

With the Great Wealth Transfer in full swing, advisors need to be ready for younger clients who are more mobile, according to a survey.

1 min read
Photo via Dynasty Financial Partners

Advisor Upside

Dynasty’s Shirl Penney on Hurricanes and the American Dream

The CEO of Dynasty Financial Partners landed new funding from top financial services firms as a hurricane barreled down on his Florida home.

2 min read
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Advisor Upside

Wall Street Pay Falls Further From Pandemic Highs

The average New York City securities salary dropped 5.2% in 2023, mostly due to smaller bonuses, marking a drop from the pandemic highs.

1 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

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

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