advisor

Advisor Upside

Want Better Relationships with Clients? Advisors Are Asking AI for Help

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AI tools can take care of a lot of the prep and post-work for meetings, allowing for better, more thoughtful dialogues between advisors and clients.

1 min read

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Advisor Upside

What’s the Game Plan for Advising Young Sports Stars?

As rookies and student athletes earn big paychecks, advisors are acting as a second coach to keep them financially grounded.

2 min read
Photo via Daniel J. Galli & Associates

Advisor Upside

Class Is in Session with New FPA President Dan Galli

Galli’s former life as an elementary school teacher and the mindset to break down complicated topics is what drives his work as an advisor today.

4 min read
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Advisor Upside

Advisors Share New Year’s Resolutions for 2026

2 min read

Advisor Upside

Why Schwab Raised Asset Minimums on ‘Fly Paper’ Referral Program

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The brokerage doubled the minimum AUM requirement in its Schwab Advisor Network to $500 million recently.

1 min read

Advisor Upside

Why More Advisors Are Outsourcing to Model Portfolios

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2 min read

Advisor Upside

If ChatGPT Were an Employee, It’d Get Fired

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

4 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Rodworks and Leeser87 via iStock

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

Advisor Upside

Advisors Rethink Cash Ahead of Rate Cuts

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

4 min read

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