advisor

Advisor Upside

Clients Want the Everything-Store Experience

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2 min read

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Advisor Upside

Why More Advisors Are Outsourcing to Model Portfolios

2 min read
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Banking

Goldman May Feast on Biggest Piece of M&A Pie in Nearly a Quarter Century

Goldman Sachs’ share price, up 35% so far year-to-date, set a record high closing price of $838.97 last week.

2 min read
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Advisor Upside

Tokens Are the Future. But How Soon Will We Get There?

Outside of some high-net-worth clients’ portfolios, tokenized assets are not yet the norm among advisors.

2 min read

Advisor Upside

Advisors Are Adding More Services. Clients Aren’t Using Them

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Clients are utilizing, on average, less than half of the average services their firms offer.

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Advisor Upside

If ChatGPT Were an Employee, It’d Get Fired

As AI assumes more tactical responsibilities, the advisor’s value is shifting.

4 min read
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Advisor Upside

How the Ultra-Rich Ensure They’re Staying Ultra-Rich

Financial advisors can learn from strategies employed by the wealthiest investors to protect their assets.

4 min read
Advisor Upside

XYPN’s Michael Kitces and Alan Moore on the Independent Advisor Boom

Between 2019 and 2025, XYPN firms saw client bases grow an average 25% per year.

2 min read

Advisor Upside

Advisors Rethink Cash Ahead of Rate Cuts

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Advisors are taking a variety of approaches in fixed income, stocks and alternatives.

4 min read

Advisor Upside

When Is It Time to Say Goodbye to Clients?

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Whether a client disregards advice, withholds information or is just plain rude, sometimes it’s better to cut ties than to keep hoping the relationship will turn around.

2 min read

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