advisor

Advisor Upside

Client Withdrawals Can Outpace Organic Growth if RIAs Aren’t Careful Enough

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RIAs lose 2% to 5% of their AUM annually through client withdrawals, but they’re also averaging just 3% to 4% in organic growth each year.

2 min read

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Advisor Upside

Advisors Look for Opportunity in Private Credit as Redemptions Continue

Fewer advisors are considering adding more investments in private credit now than they were in 2024, per a recent survey.

2 min read
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Advisor Upside

Get Used to Not Being Your Clients’ Only Wealth Manager

As clients continue to adopt a more branched model of managing their finances, it might be something advisors just have to accept.

2 min read
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Advisor Upside

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

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

1 min read

Advisor Upside

Schwab Earnings Boosted by Latest Tax-Focused Strategy

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Executives said the firm’s 21% year-over-year revenue growth in the second quarter was partly due to RIAs’ continued interest in long-short strategies.

1 min read

Advisor Upside

Planners at IBDs, Wirehouses Earn Highest Salaries Among Advisors

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Advisors at RIAs ranked at the bottom of the spectrum, netting a median of $175,000 last year.

2 min read

Advisor Upside

Citi to Hire 400 as Road to Recovery Continues

Photo via Citigroup

The goal is less about attracting new clients and more about catering to existing ones, according to Citi head of wealth Andy Sieg.

2 min read

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