The wealth management industry is changing fast, but many financial advisors are still using the same old playbook. Join host John Manganaro, along with leading industry expert guests, as they break down the trends shaping your business.
Each week, we'll cover critical topics while also having a little fun. It's all on the table, from retirement income planning and Social Security to the behavioral side of investing and what clients are hearing elsewhere. We've created The Advisor Upside Show because staying informed isn’t enough anymore. You need to stay ahead.
New episodes every Wednesday.
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The Future of RIAs: Joe Duran on Organic Growth, AI and Private Equity
Are private equity-backed RIAs losing what made them successful in the first place?
Joe Duran, founder of Rise Growth Partners, joins John Manganaro on the Advisor Upside Show to discuss where wealth management is headed.
Duran shares his candid take on private equity’s role in RIA consolidation, why organic growth and brand will matter more than acquisitions over the next decade, and what separates firms that scale from those that stall.
Plus, how firms should put guardrails on AI before going agentic, and the leadership lessons Duran took from his time at Goldman Sachs.
This episode is presented by Fidelity.
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7 Oct 2026
Is Private Equity Reshaping RIA Independence?
What does it actually mean to be an independent financial advisor today? Advisory Services Network's Trey Prescott joins the Advisor Upside Show to discuss the changing RIA landscape, from private equity and consolidation to AI, advisor technology, succession planning and the growing appeal of entrepreneurship. Plus, why he believes human relationships will remain at the center of wealth management even as the industry becomes increasingly tech-driven.
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Advisor Upside: https://www.thedailyupside.com/welcom...
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30 Sept 2026
What Makes an RIA More Valuable? Inside the New M&A Playbook
Elevation Point CEO Jim Dickson joins the Advisor Upside Show to explain how the economics of RIA M&A are changing and why AUM alone no longer tells the whole story. He breaks down what buyers are looking for in organic growth, technology, data and succession planning, why some advisors mistake market gains for actual business growth, and how founders can turn an advisor practice into a scalable enterprise.
Dickson also weighs in on minority investment versus full acquisition, the role of AI in the future of wealth management and what it takes to make the transition from successful advisor to CEO.
Submit your questions and guest suggestions to podcast@thedailyupside.com!
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Advisor Upside: https://www.thedailyupside.com/welcom...
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Retirement Upside: https://www.thedailyupside.com/welcom...
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