advisors

Advisor Upside

Selling a Firm? Here’s How To Boost Valuations

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Not all advisors are equipped to maximize enterprise value.

2 min read

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Advisor Upside

These Are the Best AI Prospecting Tools for Advisors

AI lead generators can search through public databases for potential clients. Which ones live up to the hype?

2 min read
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Advisor Upside

Gen Z Prefers to Do It Themselves

Younger investors are also more concerned with transparency and digital capabilities than returns and performance, SIFMA and KPMG found.

2 min read
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Advisor Upside

Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

As mega RIAs get bigger, some advisors are saying that the independent channel is beginning to look a lot like Wall Street.

4 min read

Advisor Upside

How to Keep Clients from Supporting Their Children Indefinitely

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Some adult children are making a run on the “Bank of Mom and Dad”, and it’s beginning to throw a wrench in clients’ financial plans.

2 min read

Advisor Upside

Merrill Sues Dynasty, Schwab Over $129 Billion Breakaway

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A suit followed an announcement that 160 breakaway advisors are launching their own RIA called OpenArc.

2 min read

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Advisor Upside

AI Bots Passed the CFA Level III Exam. An Estate-Planning Test Was a Different Story

Performance gaps underscore the critical need for continued human oversight in financial decision-making.

2 min read
From left: Nana Kojo Kesseh, Seyi Olabanji, Dre Watson at the 2025 African American Financial Advisors Association conference in Washington DC.

Advisor Upside

How Next-Gen Advisors Are Breaking Into the Industry

Early career advisors discuss what they need to succeed and how their generation thinks about finances.

1 min read
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Advisor Upside

What to Ask During Client Discovery Meetings

Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered.

2 min read

Advisor Upside

Can AI Lead Generation Ignite Organic Growth for Advisors?

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With organic growth rates flatlining, AI promises to both broaden the search for new clients and identify prospects within a firm’s niche.

2 min read

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