Financial Planning

Advisor Upside

Finances Are Straining Relationships, CFP Board Says. Advisors Are Stepping in to Help

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Wealth managers are paramount in helping clients navigate money conversations with loved ones.

2 min read

Photo via Damon Butler

Retirement

Closing the Technology Gap in Estate Planning

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Advisor

The Future of Advice: What Will Separate AI Leaders from Laggards?

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Advisor Upside

What Advisors Are Watching as the Iran War Escalates

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Advisor Upside

This Is an Advisor’s Brain on AI: Prioritizing Critical Choices

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AI notetakers can be a boon during client meetings, but critical decisionmaking should remain a human task.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Liudmila Chernetska via iStock

Advisor Upside

First Tax Season Under Big Beautiful Bill Mixes Heightened Complexity with Bigger Refunds

While tax season is always a headache, clients may see larger refunds this year thanks to recent legislation, experts said.

4 min read
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Advisor Upside

Why Jeffrey Levine Doesn’t Buy Cat Food, or the Bonus Depreciation Hype

The chief planning officer at Focus Partners Wealth said the accelerated depreciation methods are useful, but they’re not magic.

2 min read
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Advisor Upside

For Elderly Clients, Home Design Is the New Hot Ticket

A graying population aging at home requires investments in senior-friendly designs and financial advisors can help.

2 min read

Advisor Upside

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

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Advisor Upside

What MrBeast’s Deal for Step Shows About Supporting Clients’ Kids

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Kids are hungry for investing advice, and financial literacy gaps create an opportunity for advisors to extend their value.

2 min read

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