Practice Management

Advisor Upside

How Early Education is Helping Advisors Promote Racial Equality

Photo by Antoni Shkraba via Pexels

Black professionals account for just 2% of Certified Financial Planners in the US, according to industry data.

2 min read

Photo via Charles Schwab

Advisor Upside

Schwab’s Incoming CEO Wurster on ‘Big Shoes’ and Positive Vibes

Rick Wurster has been with Schwab since 2016 and is set to take the helm of the almost $10 trillion discount brokerage in January.

3 min read
Photo by Sven Piper via Unsplash

Advisor Upside

Inside Wells Fargo’s Bet on Independent Advisors

The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

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

Advisor Upside

Dynasty’s Shirl Penney on Hurricanes and the American Dream

Photo via Dynasty Financial Partners

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

Advisor Upside

Creative Planning’s Peter Mallouk on Record Stores and Capitalism

Photo by Sean Benesh via Unsplash

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

2 min read

Advisor Upside

Where Does Gen Z Turn for Financial Advice? It’s Not TikTok

Photo by Kenny Eliason via Unsplash

Parents and family members are Gen Z’s No. 1 source for financial advice, even topping social media influencers.

1 min read

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