Financial Planning

Advisor Upside

Do Clients Really Trust AI with Money Questions?

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Nearly half of Americans say AI beats everyone they know regarding financial guidance, according to a new survey.

1 min read

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Advisor Upside

Americans Hit Record $48.1T in Retirement Savings. Some Are Still Worried

The growth illustrates a savings mindset that investors have been bolstering for decades. However, it’s different on the individual level.

1 min read
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Financial Planning

4 Simple Ways to Pad Your Nest Egg in 2026

Future retirees may have more opportunities this year to buoy their assets, insulating themselves from rising healthcare costs and inflation.

2 min read
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Advisor Upside

Retirees Are Facing More Problems Than Ever

New products offer some of the retirement stability once provided by pensions, according to a new study.

2 min read

Advisor Upside

Will Millionaire Taxes Send UHNW Clients Packing?

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Shipping clients off to Texas or Florida, where there are no income taxes, is far from the first option advisors consider.

1 min read

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Advisor Upside

Younger Americans Enter Workplace Retirement Plans Earlier than Gen X, Boomers

The head start and greater financial confidence is translating to more younger clients for advisors.

2 min read
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Advisor Upside

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

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

2 min read
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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

Advisor Upside

American Employees Are Scared of Daily Finances, Confident in Retirement

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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

Advisor Upside

How BeFi Can Calm Clients’ Retirement Fears

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

2 min read

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