Great Wealth Transfer

Retirement Upside

Advisors Without Estate Planning Could Let ‘Money Walk Out the Door’

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The shift from attorney- to advisor-driven estate planning means firms need to upgrade their offerings — or get left behind.

2 min read

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Advisor Upside

How to Help Clients After the $124T Great Wealth Transfer

An advisor’s role doesn’t end after an inheritance.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Thanumporn Thongkongkaew via iStock

Alternatives

From Crypto to Private Credit, Alts Attract Millennials Flush with Inherited Wealth

Rather than sticking with stocks and bonds, millennials are seeking higher returns from alternatives like crypto and private credit.

4 min read
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Advisor Upside

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

2 min read

Finance

Women Will Soon Control More Money Than Ever. Is Wall Street Ready?

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

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

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