RIAs

Advisor Upside

Why 10% of Advisors Plan to Jump Ship This Year

Photo by Marten Bjork via Unsplash

One in 10 advisors is planning to switch jobs in 2025 — and yes, it’s probably Steve.

1 min read

Photo by AntonioGuillem via iStock

Advisor Upside

Women Advisors Now Make Up 24% of Workforce. There’s a Long Way to Go

The industry is far from parity, but progress has been made over the past decade.

2 min read
Photo by Chen Mizrach via Unsplash

Advisor Upside

Maintaining Client Relationships During Off-Hours

The growing expectation that clients should be able to get in touch with their advisors at a moment’s notice can disrupt vacations.

2 min read
Photo by Jgroup via iStock

Advisor Upside

When it Comes to Succession Planning, Start Early

Succession can be an intensive and emotional process

2 min read

Advisor Upside

M&A Just Broke More Records. But What Happens to Clients?

Photo by Curated Lifestyle via Unsplash

The RIA industry made 102 deals in the second quarter of 2025, according to Echelon Partners.

1 min read

Photo via Yichuan Cao/Sipa USA/Newscom

Advisor Upside

Referrals Are Still King, Even In the Era of AI

Growth across the RIA industry remains robust, but AI helps top performers stand apart from the crowd, according to a new Schwab report.

2 min read
Photo by JSB Co. via Unsplash

Advisor Upside

States With the Highest AUM Potential Per Advisor

Recent industry research based on household net worth data shows certain states have higher AUM potential than others.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Popov via iStock

Advisor Upside

Record RIA Growth Is Great. Here’s the Catch

Investment Adviser Industry report shows where and how the advice industry is evolving.

4 min read

Advisor Upside

The Fastest-Growing ETFs for Advisors

Photo by Getty Images via Unsplash

Thematic and high-fee strategies were some of the more popular index funds among RIAs, according to a new report.

2 min read

Advisor Upside

What Advisors Can Learn from the NBA Finals

Photo via Wu Xiaoling/Xinhua News Agency/Newscom

While talent is crucial, success hinges on a leader’s ability to unite individuals behind a common goal.

3 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.