RIAs

Advisor Upside

The Fastest-Growing ETFs for Advisors

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

2 min read

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Advisor Upside

Advisor Teams Are Getting Bigger. Here’s Why

Teams of 10 or more advisors are becoming the norm, according to new data from AdvizorPro.

2 min read
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Advisor Upside

Will Client Testimonials Catch On With Advisors?

The SEC has allowed testimonials in advertisements since 2022, yet less than 10% of advisors use them.

1 min read
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Advisor Upside

Succession Planning Vacuum Risks Alienating RIA Clients, Next-Gen Leaders

Just 6% of advisors nearing retirement have a fully documented succession plan, raising the risk that their businesses will lose clients and struggle to find leaders.

2 min read

Advisor Upside

What Advisors Can Learn from the NBA Finals

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

3 min read

Advisor Upside

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

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

2 min read

Advisor Upside

Less Than Half of RIAs Have Successions Plans

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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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