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Practice Management

Watering the Garden: Getting the Organic Growth that RIAs Crave

Photo illustration by Connor Lin / The Daily Upside, Photos by Ljupco via iStock

Advisors’ growth rates from new clients and new assets are half of what they were less than 10 years ago. Ignore organic growth at your own risk, observers say.

3 min read
Consumer

How the Price of Chocolate Got Scary High

Photo illustration by Connor Lin / The Daily Upside, Photos by Oleh Muslimov via iStock

Halloween chocolate prices are up a whopping 15.5%, according to PwC, while the price of nonchocolate Halloween sweets is up just 1.8%.

6 min read
CFO Upside

CFOs Talk AI and Peak Workloads in Denver

Photo via Riccardo Savi

Though many CFOs were a mile high this week, conversations at the CFO Leadership Council’s Denver conference stayed grounded in how stretched their teams are.

2 min read
Retirement Upside

Why a 3.6% Social Security COLA Is More Flat than Fizzy

Photo by Frank van Hulst via Unsplash

Most retirees would probably prefer lower inflation and a smaller COLA to rapidly rising prices and a larger one.

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Ahead of GM Earnings, Disciplined Pricing and New Business Lines Come into Focus

Photo via Jimin Kim/ZUMAPRESS/Newscom

2 min read
Where Is the Love? Bumble’s Take-Private Deal Heralds Dating Apps’ Decline

Photo via Billy Tompkins/ZUMAPRESS/Newscom

2 min read
Morgan Stanley’s Wealth Management Focus Is Paying Off

Photo via Vernon Yuen/ZUMA Press/Newscom

2 min read

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