Griffin Kelly

• FA Upside

  Where Does Gen Z Turn for Financial Advice? It’s Not TikTok

  

  Parents and family members are Gen Z’s No. 1 source for financial advice, even topping social media influencers.

  1 min read
• Practice Management

  Advisors Gear Up for Treasury’s New Anti-Money Laundering Rule

  

  Most financial advisors will have to start formally reporting suspicious money laundering activity by 2026.

  2 min read
• FA Upside

  Advisors Donated More to Trump, Republicans — With a Major Caveat

  

  Advisors have donated roughly $1.5 million to Trump and Republican groups compared to less than $400,000 to Harris and Democratic groups.

  2 min read
• Consumer

  Lego Thrives Amid Higher Business Cost and a Slowing Toy Market

  

  Danish company Lego reported generating $4.65 billion in revenue for the first half of 2024, up 13% from a year earlier.

  1 min read
• FA Upside

  Why Women Have Less Money Saved for Retirement than Men

  

  While saving for retirement, women have less than a third the median assets as men and face unique challenges, according to a new survey.

  2 min read
• FA Upside

  How Do Active ETFs Work?

  

  The number of active ETF launches in the US has outpaced passive ETF product launches every year since 2020.

  4 min read
• Consumer

  Economic Strains Starting to Hit Wealthier Americans, Survey Finds

  

  Mizuho found that both low- and high-income Americans alike are trying to get as thrifty as possible, reducing spend.

  1 min read
• FA Upside

  Franklin Templeton, TD Bank in Regulators’ Crosshairs

  

  Regulators are intensifying their focus on two financial institutions with the potential for fines stretching into the billions of dollars.

  2 min read