advisor

Advisor Upside

More Women are CFPs. Why Hasn’t Representation Budged?

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Just under a quarter of certified financial planners are women, a stat that has remained flat since the early 1990s.

2 min read

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Advisor Upside

Digital vs. In-Person: How Advisors and Clients Decide What Makes Sense

Over 69% of consumers prefer some in-person or hybrid communications with their advisor, a recent survey found.

2 min read
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Advisor Upside

Client Didn’t Take Your Advice. Don’t Take It Personal

Sometimes clients think they know better, disregard recommendations or choose to not ask for them before making a potentially costly financial decision.

2 min read
Advisor Upside

As Bubble Fears Percolate, Advisors Are Bracing for a Crunch

Whether markets are frothy or not, most advisors say preparing for the worst never hurts.

4 min read

Advisor Upside

‘Die with Zero’ May Be Unrealistic, But That’s Not Stopping Retirees From Trying

It’s hard to convert diligent savers into spenders in retirement, but people should be able to enjoy themselves while they can.

4 min read

Advisor Upside

How Advisors Can Help Couples Confront Their Financial Skeletons in the Closet

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Financial secrecy is an issue advisors must help some clients navigate and it takes a non-judgmental approach.

1 min read

Advisor Upside

Prenups Are on the Rise: Here’s How to Talk About Them With Clients

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With more than half of married or engaged couples under 45 signing prenups, advisors can help clients start their marriage on solid financial footing.

2 min read

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