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Advisor Upside

The $124T Great Wealth Transfer Is Decidedly Female

Photo by Sasun Bughdaryan via Unsplash

It’s a major opportunity for advisors who make an effort to tailor their services to women and spouses, but advisors are playing catch up.

2 min read
Advisor Upside

Advisors Feel Underskilled, Overwhelmed With Private Assets

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Nearly 80% of advisors plan to allocate more assets into private markets this year — but it’s not always as easy as it sounds.

2 min read
Healthcare

US Withdrawal from World Health Organization Has Health Funds Scrambling for New Cash

Photo by United States Mission Geneva via CC BY 2.0

The US is the WHO’s biggest donor, chipping in roughly 18% of the organization’s $2 billion to $3 billion annual budget.

1 min read
Banking

Dimon Talks Rough: Wall Street’s Most Influential CEO Says “Get Over” Tariffs

Photo by World Economic Forum via CC BY-SA 2.0

The leader of America’s largest bank also cautioned bullish optimists that US stock markets are overvalued.

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

2 min read
PEPs Are Popping Seven Years After Secure Act Passage

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2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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