FA Upside

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

Industry News

Citi to Hire 400 as Road to Recovery Continues

Photo via Citigroup

The goal is less about attracting new clients and more about catering to existing ones, according to Citi head of wealth Andy Sieg.

2 min read

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Industry News

Inside the Anthropic, OpenAI Deals That Are Reshaping Wall Street

Photo via Vincent Isore/ZUMAPRESS/Newscom

2 min read
UBS, LPL Ramp Up Recruitment After Shedding Advisers in Early ’26

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

2 min read
Inside Cetera’s New $19B Employee-Advisor RIA

Photo via Connor Lin / The Daily Upside

1 min read

Financial Planning

How to Create a ‘Tax Planning Mindset’ Instead of a Checklist

Photo by Behnam Norouzi via Unsplash

With the right tools and know-how, advisors can move beyond annual tax conversations to a lifetime tax-planning mindset.

2 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

Practice Management

New AI Technology Is Fueling the $784B Breakaway Movement

The hottest advisor trend on Wall Street right now may be ghosting the wirehouses.

4 min read

Financial Planning

Bryn Mawr’s Jamie Hopkins Weighs in on Crypto and Retirement Plan Regulations

The retirement planning expert said the inclusion of crypto and private assets in 401(k)s raises both risks and return opportunities.

4 min read

Industry News

SEC Grants Dual-Share-Class Approval to Two Dozen More Issuers

Photo by Ray Hennessy via Unsplash

It’s going to be a while before ETF share classes of mutual funds are commonplace, but many asset managers now have regulatory approval.

2 min read

Practice Management

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

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Rich Folks Want to Know What They’re Paying Advisors For
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Almost 11,200 Advisors Switched Firms Last Year
Photo by Jason Richard via Unsplash

What Will Advisors Do if AI Takes Over the World?
Photo by krakenimages via Unsplash

Your Average Advisor Is Happier than Your Average American

Industry News

Average RIA Deal Size Surges to $1.2 Billion in Early ’26

Photo by Getty Images via Unsplash

The year’s mergers and acquisitions are off to the fastest start ever, and the size of firms being bought is trending upward.

1 min read

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Market insights, practice essentials, and industry updates.