advisors

Advisor Upside

A Fair Inheritance Doesn’t Always Mean an Equal Inheritance

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Inheritance can quickly create tension and dramatic infighting, especially when a client leaves more to one person than another.

2 min read

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Advisor Upside

Annuity Sales Just Keep Breaking Records

Annuity sales hit nearly $124 billion in the second quarter, according to industry trade group LIMRA.

2 min read
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Advisor Upside

RIAs Excel in Client Retention but Need a Strategy for Boosting Referral Business

Adopting AI effectively or replacing ad-hoc new client goals with a formalized plan can also lead to incremental yet meaningful growth.

2 min read
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Advisor Upside

Financial Advisors Are Finding Their Voice on Substack

Advisors said the newsletter platform lets them write directly to their target audience.

2 min read

Advisor Upside

How Advisors Can Give Lackluster Annuities New Life

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1 min read

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Advisor Upside

Schwab Says Wealth Expansion Won’t ‘Bump Into’ RIA Clients

While advisors tend to feel confident that clients won’t leave them, there’s still a fair bit of, let’s say, tension.

2 min read
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Advisor Upside

Why Advisors Are Betting on AI Infrastructure Over Apps

Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.

5 min read
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Advisor Upside

Why LPL Bought Mariner Advisors Biz It Already Works With

Industry consultants view the deal as a win-win for both firms and advisors.

2 min read

Advisor Upside

What Will Advisors Do if AI Takes Over the World?

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Most advisors aren’t too worried about AI taking their jobs, but some are already prepping for plan B.

3 min read

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Advisor Upside

How Vanguard Is Mapping Out the Future of AI

The company’s head of financial advisor services Lauren Wilkinson said wealth managers are already finding major efficiencies. What comes next?

2 min read
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Advisor Upside

Why Advisors Are Doubling Down on Munis, High-Quality Bonds Right Now

Financial professionals are recommending staying in high quality products to help ride out any potential volatility.

4 min read
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Advisor Upside

Your Average Advisor Is Happier than Your Average American

With notably higher rates of wellbeing, financial advice is becoming an increasingly appealing profession.

2 min read

Advisor Upside

Congress Weighs Axing FINRA. But Is SEC Ready to Pick Up the Slack?

Moving those responsibilities into the SEC would raise practical questions about resources and capacity, experts say.

2 min read

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Advisor Upside

Why Advisors Can’t Ignore the Balance Sheet

We obsess over picking the right stocks, but routinely ignore the broader economic reality.

3 min read
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Advisor Upside

Advisors Muscle Up Client Portfolios as Dollar Weakens

The US dollar has lost 10% of its relative value over the past year, presenting risks and opportunities.

4 min read
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Advisor Upside

Ready to Mingle: What Advisors Need to Know About Advising Single Women

Talk to single women about childcare and marriage, even if they’re not thinking about it right now.

2 min read

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