advisor

Advisor Upside

What MrBeast’s Deal for Step Shows About Supporting Clients’ Kids

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Kids are hungry for investing advice, and financial literacy gaps create an opportunity for advisors to extend their value.

2 min read

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Advisor Upside

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

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

Advisor Upside

Advisors Share New Year’s Resolutions for 2026

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2 min read

Advisor Upside

Clients Want the Everything-Store Experience

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2 min read

Advisor Upside

Advisors Are Adding More Services. Clients Aren’t Using Them

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Clients are utilizing, on average, less than half of the average services their firms offer.

2 min read

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Advisor Upside

If ChatGPT Were an Employee, It’d Get Fired

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

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