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

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Advisor Upside

Creative Planning’s Peter Mallouk on Record Stores and Capitalism

Peter Mallouk experienced digital disruption firsthand in his career. Tech advancements will continue to upend the RIA industry as well.

2 min read
Photo by JHVEPhoto via iStock

Advisor Upside

Edward Jones Trims Fees for Mass Affluent Clientele

Edward Jones, one of the nation’s largest brokerages, is shaving fees for mass affluent clients come October — albeit by just a hair.

2 min read
Photo by Amtec via CC BY-SA 2.0

Advisor Upside

Rich Families’ Wealth to Grow to $9.5 Trillion by 2030

Wealthy families with their own family offices will be nearly 200% richer by the end of the decade, according to a Deloitte report.

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.

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

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