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

Citi’s Sweeping Changes to Wealth Unit Still a Work in Progress

America’s fourth largest bank has decided to double down on wealth management, which has resulted in plenty of new faces.

2 min read
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Advisor Upside

Advisors Turn to Substack to Tune In New Clients

The online newsletter platform is providing advisors with the tools to maintain and attract new wealth management clients.

2 min read
Photo by Joegoauk Goa via CC BY-SA 2.0

Advisor Upside

India’s Growing Wealthy Are Grabbing Advisors’ Attention

With India’s wealthy citizens on the rise, wealth management firms are placing their bets on new services to help serve them.

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.

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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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