advisor

Advisor Upside

LinkedIn Wants to Book Your Next Client Meeting

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A new feature on the world’s largest professional networking platform lets users book and pay for time with an expert.

2 min read

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Advisor Upside

Record RIA Dealmaking Isn’t Just About Assets Anymore

Firms use acquisitions to add expert advisors in tax, retirement, trust and estate planning.

2 min read
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Advisor Upside

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

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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Advisor Upside

Planners at IBDs, Wirehouses Earn Highest Salaries Among Advisors

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

2 min read

Advisor Upside

How Advisors Can Increase Online Visibility in the Age of AI

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With answer engine optimization and generative engine optimization reshaping the cyberscape, firms will have to work harder to attract views.

2 min read

Advisor Upside

More Work, More Pay: Advisor Retainer Fees Surge 52%

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The price increases come as the industry continues to shift from investment management to financial planning.

2 min read

Advisor Upside

New AI Technology Is Fueling the $784B Breakaway Movement

The hottest advisor trend on Wall Street right now may be ghosting the wirehouses.

4 min read

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