financial planner

Advisor Upside

Can Life Insurance Premiums Really Replace Fixed Income in Portfolios?

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The plans offer lifelong protection with a cash value component that can provide liquidity along the way.

2 min read

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Advisor Upside

How to Create a ‘Tax Planning Mindset’ Instead of a Checklist

With the right tools and know-how, advisors can move beyond annual tax conversations to a lifetime tax-planning mindset.

2 min read
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Advisor Upside

Most Retail Investors Are Using AI. Advisors Are Getting Worried

The question isn’t whether AI should be part of financial decision-making, but what role human advisors will choose to play alongside it.

2 min read
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Advisor Upside

No Heirs, No Problem. Why Childfree Clients Are a 60 Million-Person Opportunity

2 min read

Advisor Upside

What’s Next? AssetMark Group CEO Says AI Used Mostly for ‘Low-Hanging Fruit’

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Advisor Upside caught up with Maiuri to discuss how AI is changing the wealth management industry beyond the tech’s latest point solutions.

4 min read

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Advisor Upside

Does the 100% Equity Portfolio Make Sense? Hmm, Maybe

Portfolios with a mix of domestic and foreign stocks could be a more optimal way of diversifying than holding bonds, regardless of age, research suggests.

2 min read
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Advisor Upside

How New FPA CEO Dennis Moore Plans to Shake Up Planning

Moore may be an industry veteran, but he has some innovative ideas for the association and its members.

5 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

Advisor Upside

Financial Planning for Women: Unpacking an ‘Invisible Load’

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The emotional weight of financial planning stems from day-to-day decisions and long-term responsibilities.

3 min read

Advisor Upside

What Will It Take to Get More Advisors Volunteering?

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Pro bono work is often a priority for financial advisors, but less than a fifth of CFPs actually volunteer.

3 min read

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