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Advisor Upside

Creative Planning Snaps Up 2nd European Firm as Advisors See Client Demand Abroad

Photo by Marcin Nowak via Unsplash

One of the largest RIAs already serves thousands of US ex-pats, according to CEO Peter Mallouk.

2 min read

Photo via Sasun Bughdaryan

Advisor Upside

The Fiduciary Rule Is Dead, but the Conversations Aren’t

The rule was struck down in federal court, but the questions it raised around serving clients appropriately are alive and well.

2 min read
Photo via GeoWealth

Advisor Upside

Goldman Sachs to Invest $42.5M in TAMP GeoWealth

The majority will provide liquidity to early shareholders instead of going directly to GeoWealth’s balance sheet.

1 min read
Photo via Carson Group

Advisor Upside

Inside Carson Group’s $60B Growth Story and Its Big AI Bet

2 min read

Advisor Upside

Thrivent to Hire 600 Advisors for Second Straight Year

Photo by Andrej Lišakov via Unsplash

The hiring push comes amid rapid expansion of the independent RIA channel and an approaching advisor shortage driven by retirements.

2 min read

Advisor Upside

Texas Stock Exchange Gores NYSE, Nasdaq with New Ad Campaign

Photo by Daniel Lloyd Blunk-Fernández via Unsplash

2 min read

Advisor Upside

Altruist CEO Jason Wenk Talks AI After ‘Unusual’ Wall Street Selloff

Photo via Altruist

The firm’s new artificial intelligence-powered tax agent writes unique code for each individual client.

5 min read

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