Financial Planning

Advisor Upside

Finfluencers Can Say Whatever They Want Online. FINRA Is Paying Attention

Photo by Daiga Ellaby via Unsplash

As financial advice spreads online like wildfire, the agency opened a public comment period.

2 min read

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

Finance

Women Will Soon Control More Money Than Ever. Is Wall Street Ready?

Women are the big winners in the great wealth transfer, and the status quo isn’t what they want from wealth managers.

4 min read
Photo by Nik Shuliahin via Unsplash

Advisor Upside

American Employees Are Scared of Daily Finances, Confident in Retirement

Some 90% feel financial anxiety, but many of those same people are somewhat confident they’ll be able to retire comfortably, per a Betterment report.

2 min read
(Photo by Towfiqu barbhuiya via Unsplash)

Financial Planning

Worried You Don’t Have Enough Money to Retire? New Rules in ’26 Make It Easier to Catch Up

Many of the new retirement account rules that take effect in 2026 can simplify building up the savings necessary to live the life you want.

3 min read

Advisor Upside

Nearly Two-Thirds of Young Investors Take Advice From Finfluencers

Photo by Daiga Ellaby via Unsplash

Many of those same investors are also overly confident in their financial knowledge, according to FINRA.

2 min read

Advisor Upside

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

Photo by m. via Unsplash

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

Photo by Mehdi Mirzaie via Unsplash

Advisor Upside

Most Americans Aren’t Confident about Retirement

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
Photo illustration by Connor Lin / The Daily Upside, Photos by Tomwang112 and VvoeVale via iStock

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
Photo by Harold Mendoza via Unsplash

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

Advisor Upside

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

Photo by Getty Images via Unsplash

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

Sign Up for The Daily Upside to Unlock This Article

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