RIAs

Advisor Upside

Advisors Say $1,000 ‘Trump Accounts’ Won’t Benefit Families Who Need Help Most

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While the idea isn’t exactly new, the accounts are designed to help parents prepare for their children’s financial futures.

2 min read

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Advisor Upside

RIA Headcount, AUM Shattered Records in 2024

Just under 16,000 RIA firms employed more than 1 million non-clerical workers managing a total of $144.6 trillion in assets.

1 min read
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Advisor Upside

RIAS are Worth More Than Ever

Sellers are now able to get an even prettier penny when they offload their firms than just a year ago.

1 min read
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Advisor Upside

More Than 75% of Advisors Will Work off Fees by Next Year

Commission-based compensation structures are used by just 23% of advisors today, according to a Cerulli report.

2 min read

Advisor Upside

The Real Problem Behind Succession Planning

The realities of an aging advisor demographic — combined with intense interest in RIA businesses from buyers — are changing the game.

5 min read

Advisor Upside

PE Invasion Weighs on Wealth Management

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The massive private-equity investments are causing concerns about its impact on the wealth management industry.

2 min read

Advisor Upside

Robinhood Targets Wealth Management with TradePMR Deal

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The free trading platform aims to connect its retail investors to services traditionally saved for wealthier investors.

2 min read

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