RIAs

Advisor Upside

Former PayPal CEO Bill Harris on Why He’s Launching an RIA

Harris discussed his new advisory firm, which will combine human advisors with an AI engine.

5 min read

Advisor Upside

XYPN’s Michael Kitces and Alan Moore on the Independent Advisor Boom

Between 2019 and 2025, XYPN firms saw client bases grow an average 25% per year.

2 min read
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Advisor Upside

What to Ask During Client Discovery Meetings

Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered.

2 min read
Photo by Jornada Produtora via Unsplash

Advisor Upside

How Advisors Cope When Clients’ Heirs Head for the Exit

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

1 min read

Advisor Upside

Next-Gen Advisors Want Clear Path to Promotion: DeVoe

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Failing to properly guide the next generation could lead to many practices losing their competitive edge.

1 min read

Advisor Upside

5 Tips for a Seamless Succession

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The most important decision for the business’s future is who will take over when the founder steps away.

3 min read

Advisor Upside

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

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

2 min read

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