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Advisor Upside

Selling a Firm? Here’s How To Boost Valuations

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Not all advisors are equipped to maximize enterprise value.

2 min read
Advisor Upside

These Are the Best AI Prospecting Tools for Advisors

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AI lead generators can search through public databases for potential clients. Which ones live up to the hype?

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Banking

Investor Summit Gives Bank of America a Chance to Soothe Angsty Investors

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Compared its peers, BofA has lagged in expanding into less traditional activities such as wealth management, credit cards and loan growth.

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M&A

Novo Nordisk’s $10 Billion Bid Ups the Ante in Bidding War for Obesity Biotech Metsera

Photo via Mads Claus Rasmussen/ZUMAPRESS/Newscom

Metsera on Tuesday called Novo Nordisk’s new $10 billion offer “superior” to rival Pfizer’s bid of $8 billion.

2 min read

Advisor Upside

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

What Happens When Private Markets Get Opened Up to the Masses?

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Private Employers Add 42,000 Jobs, Marking First Net Gain Since Summer

Photo via Olivia Sun/ZUMAPRESS/Newscom

1 min read
Lovin’ It: Snack Wraps Bring Smiles Back to McDonald’s Investors (and Customers)

Photo by Robert Way via iStock

2 min read

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