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

Morgan Stanley Faces SEC Questions Over Cash Sweeps

Morgan Stanley is the latest firm to disclose an SEC inquiry into its cash sweep program that pays paper-thin interest rates to clients.

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Advisor Upside

Advisors Tack on New Services to Attract Richest Clients

If advisors want to take full advantage of the growing pool of millionaires, they’ll have to provide a wide range of services.

2 min read
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Advisor Upside

The Japanese Wealth Manager That Boosted Profits By 195%

Nomura Holdings’ net income tripled in the first quarter from a year ago thanks in part to its wealth management division.

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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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