ellevest

Advisor Upside

Most Clients Feel Guilty About Their Spending. Should They?

Photo by Moon Safari via iStock

Some 72% of Americans feel guilty when spending on joy rather than financial goals. By helping them, advisors can build both trust and business.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

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
Photo by TechCrunch via CC BY 2.0

Advisor Upside

Betterment to Buy Sallie Krawcheck’s Ellevest Robo Accounts

Ellevest plans to focus on its private wealth management and financial planning business lines going forward.

1 min read
Photo by Gabrielle Henderson via Unsplash

Advisor Upside

Two Thirds of Women Say They’re CFOs of the Household

More women are planning for retirement, which hasn’t always been the case and could open up new clients to financial advisors.

1 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.