Financial Planning

Advisor Upside

How to Keep Clients from Supporting Their Children Indefinitely

Photo by Vitalii Khodzinskyi via Unsplash

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

Photo by Kelly Sikkema via Unsplash

Advisor Upside

In High-Distribution ETFs, Not All That Glitters Is Gold

Too often, investors waste a significant portion of their income by failing to pay attention to the tax implications of the ETFs they hold.

8 min read
Photo via Kelly Sikkema

Advisor Upside

Tax Planning Is Table Stakes for Advisors

Nearly 70% of high-net-worth clients said advisors should help them reduce their taxes, Cerulli found.

2 min read
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Advisor Upside

Americans Are Abandoning Dreams of Home Ownership, Retirement

Eight in 10 of the 5,000 people U.S. Bank surveyed said they feel anxious about stock market fluctuations.

2 min read

Advisor Upside

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

Photo via Connor Lin / The Daily Upside

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

Advisor Upside

Financial Planning for Women: Unpacking an ‘Invisible Load’

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The emotional weight of financial planning stems from day-to-day decisions and long-term responsibilities.

3 min read

Advisor Upside

AI Set to Play More of a Role in Investment Selection

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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
Photo via Lenin Nolly/SIPA/Newscom

Advisor Upside

Advisors Calm Clients After Trump’s Latest Tariff Announcements

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

2 min read

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