Practice Management

Advisor Upside

Integrated Partners Gives Advisors a Hand Amid Rising Fraud

Photo by Jake Walker via Unsplash

Financial scams are more effective than ever, and AI-powered tools are designed to help prevent losses.

2 min read

Photo by Getty Images via Unsplash

Advisor Upside

AUM Fees May Shrink Next Year. Do Advisors Care?

Clients with more than $10 million can expect to pay just 66 basis points on their assets in 2026.

2 min read
Photo by Dave Adamson via Unsplash

Advisor Upside

Becoming a Pro Athlete Is Hard Work. So Is Managing Their Finances.

An athlete’s income is generally earned quickly, and their careers can end just as fast.

2 min read
Photo by Sora Shimazaki via Pexels

Advisor Upside

More Than 75% of Advisors Will Work off Fees by Next Year

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

Advisor Upside

Internet Streamers Need Advice Too. Advisors Are Playing Catch-Up

Photo by Yan Krukau via Pexels

A handful of advisors are carving out a niche among young clients who are creating lucrative careers online.

2 min read

Advisor Upside

Millennials Want to Beat the Markets More Than You Do

Photo by Thirdman via Pexels

It’s such a priority for younger clients that they’re often more likely to switch advisors after major life events.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.