CFP

Advisor Upside

Financial Advisors Are Finding Their Voice on Substack

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

2 min read

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Advisor Upside

New AI Fraud Schemes Are Pushing Losses to Record Highs

Nearly two thirds of Americans have encountered fraud or know someone who has in the past three years, according to the CFP Board.

2 min read
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Advisor Upside

Planners at IBDs, Wirehouses Earn Highest Salaries Among Advisors

Advisors at RIAs ranked at the bottom of the spectrum, netting a median of $175,000 last year.

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Retirement Upside

Why More CFPs Are Seeking Retirement-Specific Credentials

Tax-savvy retirement income planning was once a niche for financial planners, but the silver tsunami has changed that.

2 min read

Advisor Upside

What to Do When Clients Struggle With Gambling Issues

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Wealth managers can often be the first point of contact when a client exhibits or admits problem behavior.

1 min read

Advisor Upside

What MrBeast’s Deal for Step Shows About Supporting Clients’ Kids

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Kids are hungry for investing advice, and financial literacy gaps create an opportunity for advisors to extend their value.

2 min read

Advisor Upside

Advisors Share New Year’s Resolutions for 2026

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2 min read

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