wealth management

Advisor Upside

The Age of 401(k) Cross-Selling Has Arrived

Photo by Jacob Wackerhausen via iStock

RIAs with retail wealth management arms and retirement plan consulting divisions are finding new synergies.

2 min read

Photo by Victor Golmer via iStock

Advisor Upside

UBS Sheds $14B in Wealth Assets in the Americas

However, the Zurich-based company’s global wealth unit attracted strong inflows from Asia, Europe and the Middle East.

2 min read
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Advisor Upside

LPL Moves Closer to Commonwealth Retention Goals as Profit Climbs 11%

In the firm’s fourth quarter earnings call, executives discussed efforts to keep Commonwealth advisors on board post-acquisition.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Advisor Upside

RIA Boom Redraws Wealth Management Map

Assets at independent advisory firms grew at an annualized rate of 11% over the past five years, while wirehouse assets increased just 8.5%, according to recent data.

5 min read

Private Equity

Blackstone Hits Dealmaking ‘Escape Velocity’

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Nobody is happier about the exit uptick than Blackstone executives, whose realized performance compensation reached $1.1 billion in 2025.

2 min read

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Advisor Upside

Goldman, BNY Shuffle Wealth Leadership Roles

Two of Wall Street’s heavy hitters have done a bit of housekeeping in their wealth and asset management units.

1 min read
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Advisor Upside

Advisors Target Diversification in 2026 Strategies as Mag 7 Risk Rises

Reducing exposure to top tech stocks such as Alphabet, Nvidia and Tesla and keeping an eye on valuations are among advisors’ top priorities.

4 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Finance

Women Will Soon Control More Money Than Ever. Is Wall Street Ready?

Women are the big winners in the great wealth transfer, and the status quo isn’t what they want from wealth managers.

4 min read

Advisor Upside

Advisors Are Watching These Tax Law Changes in 2026

Photo illustration by Connor Lin / The Daily Upside, Photos by Pixpine Mockups and Anthony Behar/Sipa USA/Newscom

New tax laws including the One Big Beautiful Bill Act present novel risks and opportunities when filing next year’s tax returns.

4 min read

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