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 Pixabay via Pexels

Advisor Upside

Looming Advisor Shortage Could Top 100K Over Next Decade

The advisor workforce is expected to decline 0.2% annually through 2034, according to a report by McKinsey & Co.

2 min read
Photo by Diva Plavalaguna via Pexels

Advisor Upside

Hybrid Work Schedules Become a New Normal in Advice Industry

Large pockets of the financial industry are still embracing flexible work schedules — especially independent firms.

2 min read
Photo by Thirdman via Pexels

Advisor Upside

Millennials Want to Beat the Markets More Than You Do

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

2 min read

Advisor Upside

AUM Fees May Shrink Next Year. Do Advisors Care?

Photo by Getty Images via Unsplash

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.

Photo by Dave Adamson via Unsplash

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

Photo by Sora Shimazaki via Pexels

Commission-based compensation structures are used by just 23% of advisors today, according to a Cerulli report.

2 min read

Sign Up for The Daily Upside to Unlock This Article

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