Financial advice

Advisor Upside

Credit Scores May Help Advisors Recognize Cognitive Decline

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Missed credit card and mortgage payments may be signs of Alzheimer’s and dementia, New York Federal Reserve research suggests.

1 min read
Advisor Upside

Inside Wells Fargo’s Bet on Independent Advisors

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The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

2 min read
Advisor Upside

Just 22% of Advisors Charge for Financial Planning

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Advisors that offer comprehensive services can also manage four times more in assets than their peers, according Cerulli Associates.

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Advisor Upside

The Wealthtech That Quintupled Assets Year-Over-Year, Twice

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New funding and growth have launched the digital investment advisor Farther’s valuation to more than half a billion dollars.

2 min read
Advisor Upside

Fiduciary Ad Campaigns May Be Hitting Home

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More than 6 in 10 retail clients said they are now considering paying for professional advice, according to research from Cerulli.

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Advisor Upside

Edward Jones Trims Fees for Mass Affluent Clientele

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Edward Jones, one of the nation’s largest brokerages, is shaving fees for mass affluent clients come October — albeit by just a hair.

2 min read
Advisor Upside

Where Does Gen Z Turn for Financial Advice? It’s Not TikTok

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Parents and family members are Gen Z’s No. 1 source for financial advice, even topping social media influencers.

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Advisor Upside

Morningstar CEO: ‘The Wolf’ Is Coming For AUM Fees

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Stocks generated a healthy 12% annualized return over the past decade, but AUM fees may come into question in a downturn.

2 min read