FA Upside

Financial advisor news, market insights, and practice management essentials.

Investing Strategies

AI Anxiety Is Tanking Stocks. Here’s the HALO

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The Heavy Assets, Low Obsolescence trend is hanging over Wall Street.

2 min read

Industry News

Behind the CFP Board’s CE Requirement Increase

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2 min read
UBS Sheds $14B in Wealth Assets in the Americas

Photo by Victor Golmer via iStock

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

Photo via LPL Financial

1 min read

Investing Strategies

Bitcoin, Solana, Ethereum. How to Explain Cryptocurrencies to Clients

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Digital currencies have different purposes both in the real world and portfolios.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

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Investors Trade in Stocks for Bonds After Big Gains in 2025

2 min read
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Advisors Look for Midas Touch as Gold Prices Soar

2 min read
Photo via Envestnet

Inside Envestnet’s $1B Bet on Growth with CEO Chris Todd

5 min read
Photo via Griffin Kelly

President Donald Trump’s Truth Social Launches 5 America-First ETFs

2 min read

Financial Planning

What’s the Game Plan for Advising Young Sports Stars?

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As rookies and student athletes earn big paychecks, advisors are acting as a second coach to keep them financially grounded.

2 min read

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

Practice Management

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
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Industry News

UBS May Be the Next Wall Street Bank to Let Clients Trade Crypto

The bank is reportedly opening up access to clients in Switzerland ahead of a global rollout.

2 min read
Photo via Thomas Fuller/ZUMAPRESS/Newscom

Industry News

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

Industry News

LPL Might Not Retain 90% of Commonwealth Advisors. Why That’s Not Necessarily a Problem

Photo via LPL Financial

Some of the Commonwealth advisors currently in the LPL system could wind up leaving later this year.

2 min read

Practice Management

Succession Headaches Are Fueling M&A Activity

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A record year for deals highlights the succession challenges RIAs are struggling to overcome.

2 min read

Practice Management

Actionable advice and frameworks for financial advisors to build larger more durable businesses.

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Advisors Share New Year’s Resolutions for 2026
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How Advisors Are Giving Back This Holiday Season
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What Will M&A Look Like in 2026?
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Advisors Are Adding More Services. Clients Aren’t Using Them

Industry News

CFP Board Taps K. Dane Snowden as Next CEO

Photo via CFP Board

Snowden, who has been the firm’s COO since 2023, will replace longtime chief Kevin Keller.

1 min read

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Market insights, practice essentials, and industry updates.