Financial Planning

Advisor Upside

Why Morningstar’s Christine Benz Isn’t a Fan of Alts in 401(k)s

Photo via Morningstar

The asset class can play an important role in portfolios, she noted, but that doesn’t mean they’re vital in 401(k) plans.

3 min read

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Advisor Upside

How Advisors Can Work with Parents to Protect Athlete Clients

Advisors can help strengthen relationships and help avoid situations where family members start taking advantage of each other.

2 min read
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Advisor Upside

The New Magic Retirement Number Is $1.46M

Persistent inflation and longevity gains, along with worries about Social Security, have pushed up Americans’ retirement savings target.

2 min read
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Advisor Upside

No Heirs, No Problem. Why Childfree Clients Are a 60 Million-Person Opportunity

2 min read

Advisor Upside

How to Find Investing Insights from Tax Returns

Tax alpha is critical and building tax-efficient portfolios and strategies is a better way to add alpha than trying to beat the market.

4 min read

Advisor

The Future of Advice: What Will Separate AI Leaders from Laggards?

Photo via Damon Butler

9 min watch

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Advisor Upside

What Advisors Are Watching as the Iran War Escalates

2 min read
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Advisor Upside

This Is an Advisor’s Brain on AI: Prioritizing Critical Choices

AI notetakers can be a boon during client meetings, but critical decisionmaking should remain a human task.

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

Advisor Upside

First Tax Season Under Big Beautiful Bill Mixes Heightened Complexity with Bigger Refunds

While tax season is always a headache, clients may see larger refunds this year thanks to recent legislation, experts said.

4 min read

Advisor Upside

Why Jeffrey Levine Doesn’t Buy Cat Food, or the Bonus Depreciation Hype

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The chief planning officer at Focus Partners Wealth said the accelerated depreciation methods are useful, but they’re not magic.

2 min read

Photo via Eduardo Barraza/ZUMAPRESS/Newscom

Advisor Upside

For Elderly Clients, Home Design Is the New Hot Ticket

A graying population aging at home requires investments in senior-friendly designs and financial advisors can help.

2 min read
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Advisor Upside

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

2 min read
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Advisor Upside

Clients’ Medicare Costs Set to Soar in 2026

Out-of-pocket care expenses for a healthy couple are near $1 million, and federal policy proposals could soon make matters worse.

2 min read

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