CFP

Advisor Upside

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

Photo by Tima Miroshnichenko via Pexels

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

2 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

‘Burrito Scarfer’ CFP Board Ads Weren’t Meant for Advisors (Or, Even Adults)

A new CFP Board ad campaign targeting college students and high schoolers missed the mark among members. That might be the point.

2 min read

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