Gen Z

Advisor Upside

Financial Uncertainty Spurs Anxiety and Depression

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Nearly 70% of Americans said financial uncertainty has made them anxious and depressed, according to a Northwestern Mutual report.

2 min read

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Advisor Upside

How Advisors Can Harness Media to Reach Gen Z

Advisors need to embrace social media, podcasting, and client testimonials if they want to reach Gen Z clients, marketing experts say.

2 min read
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Personal Finance

Ripped Job Market Swipes Left on New Grads

For the first time in decades, recent college grads have a higher unemployment rate than the rest of the economy.

2 min read
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Consumer

E.l.f. Soars After $1 Billion Pow(d)er Move to buy Hailey Bieber’s Rhode

At less than three years old and with just ten products, Rhode is a rocket ship with $212 million in net sales last year.

1 min read

Advisor Upside

Clients are Getting Younger and Younger

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When advisors start working with investors early, it can form strong relationships that last potentially decades.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by JNemchinova and Ariawan Armoko via iStock

Advisor Upside

The Great Wealth Transfer’s Not Just About the Money

With generational wealth momentum poised to put $124 trillion in motion, financial advisors face opportunities and challenges.

4 min read
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Advisor Upside

Clients Could Need $1.26M to Retire. Gen Z Has a Plan

Young Americans have begun investing in their retirement at just 24 years old compared with almost 40 for boomers, per Northwestern Mutual.

2 min read
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Media & Entertainment

No Longer Trending, Legacy Media Balks at Bidding for TikTok

The contestants in Washington’s long-running game show are now known, we think. And Hollywood is nowhere to be seen.

2 min read

Advisor Upside

3 Trends Expected to Give Advisors Hangovers in 2025

Photo via Connor Lin / The Daily Upside

The research and advisory firm Forrester found that adapting to new technologies is paramount to financial services firms.

1 min read

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