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

M&A Hit Record Highs in 2024

There were 272 transactions last year, and that breakneck pace isn’t expected to slow down anytime soon.

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Advisor Upside

The $124T Great Wealth Transfer Is Decidedly Female

It’s a major opportunity for advisors who make an effort to tailor their services to women and spouses, but advisors are playing catch up.

2 min read
Photo via Integrated Partners

Advisor Upside

Integrated Partners’ Rob Sandrew on Market Corrections and ‘New Blood’

The chief growth officer is at the forefront of preparing RIAs to grow their businesses and train advisors for the future.

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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.

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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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