wealth mangement

Industry News

AI Won’t Replace Advisors. But It Will Transform the Industry.

Photo illustration by Connor Lin / The Daily Upside, Photos by Gzorgz and iLexx via iStock

AI won’t treat us to a round of golf to discuss investment strategies. But the technology is already a game changer for financial advisors

5 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

CI Financial to be Taken Private in Deal with Mubadala Capital

The deal expands Mubadala Capital’s reach in the US while giving CI Financial additional backing after years of snapping up RIAs.

1 min read
Photo by PiggyBank via Unsplash

Advisor Upside

Robinhood Targets Wealth Management with TradePMR Deal

The free trading platform aims to connect its retail investors to services traditionally saved for wealthier investors.

2 min read
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Advisor Upside

Credit Scores May Help Advisors Recognize Cognitive Decline

Missed credit card and mortgage payments may be signs of Alzheimer’s and dementia, New York Federal Reserve research suggests.

1 min read

Advisor Upside

Inside Wells Fargo’s Bet on Independent Advisors

Photo by Sven Piper via Unsplash

The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

2 min read