advisor

Advisor Upside

Advisor Teams Are Getting Bigger. Here’s Why

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Teams of 10 or more advisors are becoming the norm, according to new data from AdvizorPro.

2 min read

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Advisor Upside

3 Financial Planning Urban Legends

These myths can keep advisors from providing the best service to clients.

2 min read
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Advisor Upside

Advisors Increasingly in Scramble Mode Over Fee Pressure

Advisors are getting creative with more services and non-traditional fee models.

4 min read
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Advisor Upside

Morningstar’s CEO Kunal Kapoor on Private Assets and ‘Extracting Gold’

Over the past eight years, Kapoor has helped the company expand its workforce to over 10,000 employees and boost its stock price more than threefold.

3 min read

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%

Photo via Connor Lin / The Daily Upside

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

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