RIAs

Advisor Upside

Joe Duran on Active Management, Insurance and Following Sheep

Photo via Rise Growth Partners

Rise Growth Partners backed a $5.7 billion fee-only registered investment advisor this week and is already in talks to land future deals.

3 min read

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Advisor Upside

Looking for an Advisor Job? Better Bring a Book of Business

Assets under management requirements are becoming a high hurdle for early-career advisors looking for a new role.

2 min read
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Advisor Upside

Less Than Half of RIAs Have Successions Plans

Many advisors simply don’t have the expertise needed to prepare a firm for the next generation of leadership.

1 min read
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Advisor Upside

PE Invasion Weighs on Wealth Management

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

2 min read

Advisor Upside

Advisory Firms Need to Hire More Staff — and Fast

Photo by José Martín Ramírez Carrasco via Unsplash

The industry will need more than 70,000 new staff over the next five years, according to a Charles Schwab report.

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

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