advisors

Advisor Upside

The Santa Claus Rally’s Here. Why Advisors Are Channeling Their Inner Scrooge

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Some 42% of advisors now expect a less healthy economy in 2026, the highest reading all year, according to a recent survey.

1 min read

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Advisor Upside

Advisors and Asset Managers Don’t See Eye-to-Eye on Alts

Asset managers ranked access to alternative investments as advisors’ top interest. Advisors placed it third to last.

2 min read
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Advisor Upside

Meep, Meep: Ocean Park CIO James St. Aubin talks AI Bubble, Regulatory Shifts and Looney Tunes

Even if protecting clients from downside means giving up some upside, Ocean Park is willing to make the trade.

4 min read
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Advisor Upside

Selling a Firm? Here’s How To Boost Valuations

Not all advisors are equipped to maximize enterprise value.

2 min read

Advisor Upside

These Are the Best AI Prospecting Tools for Advisors

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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
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Advisor Upside

How to Keep Clients from Supporting Their Children Indefinitely

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

Jay Shah Steps Down as Edelman Financial Engines CEO

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Shah will remain with the company until the end of the year in an advisory capacity.

1 min read

Advisor Upside

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

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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
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Advisor Upside

Can AI Lead Generation Ignite Organic Growth for Advisors?

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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