breakaway

Advisor Upside

RIA Boom Redraws Wealth Management Map

Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Assets at independent advisory firms grew at an annualized rate of 11% over the past five years, while wirehouse assets increased just 8.5%, according to recent data.

5 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
Photo illustration by Connor Lin / The Daily Upside, Photos by YakobchukOlena and Rawpixel via iStock

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

Merrill Sues Dynasty, Schwab Over $129 Billion Breakaway

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

2 min read

Advisor

Alison Considine on AI, Breakaway Advisors, and the Future of Tech-Driven Wealth Management at Betterment

7 min watch

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