RIAs

Advisor Upside

CI Financial to be Taken Private in Deal with Mubadala Capital

Photo via Connor Lin / The Daily Upside

The deal expands Mubadala Capital’s reach in the US while giving CI Financial additional backing after years of snapping up RIAs.

1 min read
Advisor Upside

Robinhood Targets Wealth Management with TradePMR Deal

Photo by PiggyBank via Unsplash

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

2 min read
Advisor Upside

Advisors Are Still on the Fence About Crypto. Should They Be?

Photo by Amjith S via Unsplash

It’s important to keep an open mind and take simple steps to determine whether it’s right for your practice.

2 min read
Advisor Upside

Neuberger Berman Buys Stake in Mariner in Latest RIA Deal

Photo by AlainM47 via CC BY-SA 4.0

The deal is the latest example of major investments into the RIA space, with much of the funding coming from private equity.

2 min read
Advisor Upside

Creative Planning’s Peter Mallouk on Record Stores and Capitalism

Photo by Sean Benesh via Unsplash

Peter Mallouk experienced digital disruption firsthand in his career. Tech advancements will continue to upend the RIA industry as well.

2 min read
Advisor Upside

Breakaway Advisors Say Going Indie Was Worth It: Schwab

Photo by Brendan Church via Unsplash

Going independent can be daunting, but the majority of advisors say the decision turned out to be the right one, according to the survey.

3 min read