advisor

Advisor Upside

Advisors Love Automated Assistants. But What’s the Future of AI?

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Expert opinions on artificial intelligence vary, but one thing is certain: Change is inevitable.

6 min read

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Advisor Upside

Clients are Getting Younger and Younger

When advisors start working with investors early, it can form strong relationships that last potentially decades.

2 min read
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Advisor Upside

Integrated Partners Gives Advisors a Hand Amid Rising Fraud

Financial scams are more effective than ever, and AI-powered tools are designed to help prevent losses.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by JNemchinova and Ariawan Armoko via iStock

Advisor Upside

The Great Wealth Transfer’s Not Just About the Money

With generational wealth momentum poised to put $124 trillion in motion, financial advisors face opportunities and challenges.

4 min read

Advisor Upside

CFP Board Raises Renewal Fee by 26%

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The group will increase its certification fees to $575 to support its public awareness campaign and marketing efforts.

2 min read

Advisor Upside

Just a Third of Americans Are Confident Managing Their Finances

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Low confidence could stem from many Americans not seeking out advice — professional or otherwise — according to a Thrivent study.

1 min read

Healthcare

Let’s Navigate the American Health Care System

Photo illustration by Connor Lin / The Daily Upside, Photos by Paul Campbell and Vovashevchuk via iStock

Americans make about 150 million trips to emergency departments each year. Their bank accounts wish they made far fewer.

5 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Richard Darko via iStock

Alternatives

Collectibles are Fun but Risky Investments

A portfolio doesn’t have to be just stocks and bonds. You can add something a little more fun, say your favorite vintage baseball cards.

4 min read
Photo by Tima Miroshnichenko via Pexels

Advisor Upside

Looking for an Advisor Job? Better Bring a Book of Business

Assets under management requirements are becoming a high hurdle for early-career advisors looking for a new role.

2 min read
Photo by Camilo Jimenez via Unsplash

Advisor Upside

Financial Advisors’ Delicate Dance to Court Retail Investors

As retail investors booms, advisors are balancing full-service offerings with more hands-on advice options.

1 min read

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