Financial Planning

Advisor Upside

Multigenerational Living Is On the Rise. Here’s How Advisors Can Help

Photo by PeopleImages via iStock

As households combining three-plus generations become more common, advisors have an opportunity to address their needs.

2 min read

Photo by AndreyPopov via iStock

Advisor Upside

AI Set to Play More of a Role in Investment Selection

Many advisors see AI as a big influencer in their jobs in the future, and one researcher expects the technology to be acting as a fiduciary in a few years.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Cherezoff and Ljupco via iStock

Advisor Upside

Women Stand to Inherit Trillions of Dollars. They’re Still Underserved

Targeted marketing and tailored communication can build loyalty.

4 min read
Photo by JHVEPhoto via iStock

Advisor Upside

BFFs? A Third of Gen Z Intends to Leave Inheritance to Friends

Nearly a third of US adults plan to leave a financial gift, but only a fifth expect to receive one, per Northwestern Mutual.

2 min read

Advisor Upside

Advisors Calm Clients After Trump’s Latest Tariff Announcements

Photo via Lenin Nolly/SIPA/Newscom

Financial plans are designed to weather economic uncertainty, but it can be hard for clients to remember that.

2 min read

Advisor Upside

Millennial Women Are Investing More Money Earlier, Says Schwab

Photo by Anna Shvets via Pexels

Schwab’s Women Investors Survey showed Millennials invested the most — and were the most likely to enjoy it.

2 min read

Advisor Upside

Advisors Say $1,000 ‘Trump Accounts’ Won’t Benefit Families Who Need Help Most

Photo by Natilyn Hicks via Unsplash

While the idea isn’t exactly new, the accounts are designed to help parents prepare for their children’s financial futures.

2 min read

Photo by DS stories via Pexels

Advisor Upside

Want a Crypto 401(k)? The DOL Isn’t Standing in the Way Anymore

The regulator nixed Biden-era guidance that discouraged 401(k) plans from including crypto and other digital assets.

2 min read
Photo by Getty Images via Unsplash

Advisor Upside

Advisors Weigh In on Trump’s ‘Big, Beautiful’ Bill

While some tax saving aspects could benefit clients, advisors said other provisions could negatively impact the economy at large.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Advisor Upside

Advice on Life and Money from Jonathan Clements

What would you do if you found out you had 12 months to live?

5 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.