Financial Planning

Advisor Upside

Clients Want the Everything-Store Experience

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2 min read

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Advisor Upside

How BeFi Can Calm Clients’ Retirement Fears

The way advisors communicate retirement outcomes can dramatically improve client optimism.

2 min read
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Advisor Upside

What’s Going On In Clients’ Heads? Don’t Ask AI

Client risk aversion shifts constantly, and advisors must navigate those changes while technology becomes more prominent in investment management.

2 min read
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Advisor Upside

Does the 100% Equity Portfolio Make Sense? Hmm, Maybe

Portfolios with a mix of domestic and foreign stocks could be a more optimal way of diversifying than holding bonds, regardless of age, research suggests.

2 min read

Advisor Upside

Most Americans Aren’t Confident about Retirement

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Women, near-retirees and younger retirees reported the largest drops in confidence, highlighting a growing need for highly personalized planning and education.

1 min read

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Advisor Upside

Gen X Clients Need Help Saving for Retirement. What’s The Cure?

How to help the ‘Whatever’ generation boost savings and live comfortably in their golden years.

4 min read
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Advisor Upside

How Advisors Can Help Clients Hurt by the Government Shutdown

As the shutdown enters its second month, millions of clients continue to go unpaid.

2 min read
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Advisor Upside

Waiting Until 70 to Claim Social Security? It’s Just Not a Financial Reality for Most

One bit of advice from a longtime observer in the retirement business: Don’t shame people into claiming as late as possible.

2 min read

Advisor Upside

How to Keep Clients from Supporting Their Children Indefinitely

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Some adult children are making a run on the “Bank of Mom and Dad”, and it’s beginning to throw a wrench in clients’ financial plans.

2 min read

Advisor Upside

Advisors and Clients Just Don’t See Eye-to-Eye on the Economy

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The gap reflects a growing divergence in experiences and strategies.

1 min read

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Advisor Upside

What to Ask During Client Discovery Meetings

Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered.

2 min read
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Advisor Upside

How Advisors Cope When Clients’ Heirs Head for the Exit

Some look at it as a teachable moment, while others choose not to sweat it.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by AlbertoChagas and Amixstudio via iStock

Advisor Upside

Sports Stars Turned Advisors Help Guide Next-Gen Athletes

Seeing first-hand the troubles even the most well-paid athletes can endure, many former pros feel a responsibility to advise today’s rookies.

4 min read

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