FA Upside

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

Investing Strategies

Is Ray Dalio’s All-Weather ETF Appropriate for a Long Summer?

Photo via Amy Harris/Invision/AP

In the long-running bull market, it’s not hard to make a case against risk-parity funds. But it’s harder to make one against Ray Dalio and his massive hedge-fund firm Bridgewater Associates.

2 min read

Industry News

What Does the Fed’s Rate Cut Mean for Clients?

Jerome Powell, Chair of the Federal Reserve. Photo by Federal Reserve Board of Governors via PDM 1.0.

2 min read
Rich Clients Want Lending. Merrill Lynch Is Ready for Them

Photo by JHVEPhoto via iStock

1 min read
Goldman, T. Rowe Team Up for Public-Private Offerings

Photo by Getty Images via Unsplash

2 min read

Photo by Jakub Żerdzicki via Unsplash

Financial Planning

Americans Are Abandoning Dreams of Home Ownership, Retirement

2 min read
Paul Saganey

Practice Management

Why Integrated Partners’ Paul Saganey Wants to ‘Love Chaos’

The CEO talks growth challenges, the consequences of this year’s volatility and how the Great Wealth Transfer is reshaping the advisor space.

3 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Chris Ryan via iStock

Investing Strategies

Why ‘Throwing Darts’ in Private Markets Isn’t Enough

The opportunities to invest are expanding, but due diligence is key.

4 min read

Financial Planning

Advisors and Clients Just Don’t See Eye-to-Eye on the Economy

Photo via Connor Lin / The Daily Upside

The gap reflects a growing divergence in experiences and strategies.

1 min read

From left: Nana Kojo Kesseh, Seyi Olabanji, Dre Watson at the 2025 African American Financial Advisors Association conference in Washington DC.

Practice Management

How Next-Gen Advisors Are Breaking Into the Industry

Early career advisors discuss what they need to succeed and how their generation thinks about finances.

1 min read
Photo by Getty Images via Unsplash

Financial Planning

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 Andrej Lišakov via Unsplash

Practice Management

What It Means to Serve Women Clients

Research shows that 80% of women will leave their advisor following the death of their spouse.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

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

Advisors Rethink Cash Ahead of Rate Cuts

4 min read
Photo by Getty Images via Unsplash

Global Family Offices Unfettered by Military Conflicts, Recession Fears

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Dolgachov via iStock

3 Reasons to Keep Politics Out of Portfolios

4 min read
Photo by Andrzej Rostek via iStock

Index Investors May Be Losing Millions of Dollars Each Year. Here’s Why

4 min read

Practice Management

Can AI Lead Generation Ignite Organic Growth for Advisors?

Photo by Getty Images via Unsplash

With organic growth rates flatlining, AI promises to both broaden the search for new clients and identify prospects within a firm’s niche.

2 min read

Industry News

SEC Enforcement Claims Tumble Almost 50% This Year

Photo via Bonnie Cash – Pool via CNP/CNP / Polaris/Newscom

Chairman Paul Atkins said his agency is going after fraud affecting retail investors.

1 min read

Practice Management

Music Festivals, UFC Fights. How Advisors Are Appealing to Next-Gen Clients

Photo by Aleksandr Popov via Unsplash

They’re going to have to adapt to not only younger clients’ approach to finances, but also their communication styles and social preferences.

2 min read

Practice Management

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

Photo by Chayantorn via iStock

When Is It Time to Say Goodbye to Clients?
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Wealth Management M&A Hits Record High, Fidelity Reports
Photo by gguy44 via iStock

Advisors May Take the Next Exit if NJ Passes New Contractor Rule
Photo by Rawpixel via iStock

5 Tips for a Seamless Succession

Financial Planning

Sports Stars Turned Advisors Help Guide Next-Gen Athletes

Photo illustration by Connor Lin / The Daily Upside, Photos by AlbertoChagas and Amixstudio via iStock

Seeing first-hand the troubles even the most well-paid athletes can endure, many former pros feel a responsibility to advise today’s rookies.

4 min read

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