advisors

Advisor Upside

LPL’s Stock Price Sinks as Commonwealth Deal Closes

Photo via Kris Tripplaar/Sipa USA/Newscom

There have been reports of advisors leaving, as well as a race among competitors for the industry talent that went up for grabs.

1 min read

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Advisor Upside

Why 10% of Advisors Plan to Jump Ship This Year

One in 10 advisors is planning to switch jobs in 2025 — and yes, it’s probably Steve.

1 min read
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Advisor Upside

Bonsai With Clients? Here Are Advisors’ Favorite Pastimes

Golfing and camping topped the list, according to a recent AdvizorPro survey.

2 min read
Photo by JSB Co. via Unsplash

Advisor Upside

States With the Highest AUM Potential Per Advisor

Recent industry research based on household net worth data shows certain states have higher AUM potential than others.

2 min read

Advisor Upside

Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

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Just 6% of advisors nearing retirement have a fully documented succession plan, raising the risk that their businesses will lose clients and struggle to find leaders.

2 min read

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