RIAs

ETF Upside

Looking for an Advisor Job? Better Bring a Book of Business

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Assets under management requirements are becoming a high hurdle for early-career advisors looking for a new role.

2 min read

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Advisor Upside

Less Than Half of RIAs Have Successions Plans

Many advisors simply don’t have the expertise needed to prepare a firm for the next generation of leadership.

1 min read
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ETF Upside

PE Invasion Weighs on Wealth Management

The massive private-equity investments are causing concerns about its impact on the wealth management industry.

2 min read
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Advisor Upside

Advisory Firms Need to Hire More Staff — and Fast

The industry will need more than 70,000 new staff over the next five years, according to a Charles Schwab report.

2 min read

Advisor Upside

Breaking Away Is Harder Than Ever. Advisors Say It’s Still Worth It

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With more break away advisors going independent than ever, the landscape is becoming trickier to navigate.

4 min read

Advisor Upside

Neuberger Berman Buys Stake in Mariner in Latest RIA Deal

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The deal is the latest example of major investments into the RIA space, with much of the funding coming from private equity.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Blue Origin and Daniel Oberhaus via CC BY 4.0

Technology

The State of the Billionaire Space Race

Blue Origin is going slower than SpaceX, but it also nailed a massive rocket launch on the first try. Jeff Bezos is back in the space race.

5 min read
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Finance

Crypto-Friendly Neo-Broker eToro Files for IPO

The listing marks a potentially triumphant comeback story and an insult of sorts to the embattled London stock exchange.

2 min read
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Energy

Oil Markets Show Signs of Resilience and Retreat as 2025 Gets Underway

With the way things are going today, it’s becoming increasingly hard to figure out what’s going on with the oil market.

2 min read

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