RIAs

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

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Advisor Upside

What’s the Deal with the Rise of Sub-Acquisitions?

Sub-acquisitions made up 31% of all RIA M&A activity in 2025 amid rampant private equity investment in the industry.

2 min read
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Advisor Upside

Jay Shah Steps Down as Edelman Financial Engines CEO

Shah will remain with the company until the end of the year in an advisory capacity.

1 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Creative Planning’s Massive SageView Deal May Be ‘Creating A Monster’

The acquisition is the latest, and largest,example of mega-firms making moves to buy out competitors in a rapidly consolidating industry.

2 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

Advisor Upside

How Advisors Cope When Clients’ Heirs Head for the Exit

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Some look at it as a teachable moment, while others choose not to sweat it.

1 min read

Advisor Upside

Wealth Management M&A Hits Record High, Fidelity Reports

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Registered investment advisors reported 132 acquisitions in the first half of 2025.

1 min read

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