RIAs

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

Photo via LPL Financial

Advisor Upside

LPL Might Not Retain 90% of Commonwealth Advisors. Why That’s Not Necessarily a Problem

Some of the Commonwealth advisors currently in the LPL system could wind up leaving later this year.

2 min read
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Advisor Upside

Succession Headaches Are Fueling M&A Activity

A record year for deals highlights the succession challenges RIAs are struggling to overcome.

2 min read
Photo by Andrew Teoh via Unsplash

Advisor Upside

Why Wirehouses Are Losing Fewer Advisors

The industry’s largest firms are working to keep their workforce happy and changing how advisors move.

2 min read

Advisor Upside

How Advisors Are Putting Private Markets to Use

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Momentum continues among advisors, who are diversifying portfolios beyond public stocks and bonds.

4 min read

Advisor Upside

Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

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

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

Advisor Upside

Why IBDs Are Quietly Becoming the Most Popular Channel

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Independent broker-dealers were the fastest-growing wealth management channel year-over-year and now account for one in five advisors.

2 min read

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