the great wealth transfer

Advisor Upside

BFFs? A Third of Gen Z Intends to Leave Inheritance to Friends

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Nearly a third of US adults plan to leave a financial gift, but only a fifth expect to receive one, per Northwestern Mutual.

2 min read

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Advisor Upside

Millennial Women Are Investing More Money Earlier, Says Schwab

Schwab’s Women Investors Survey showed Millennials invested the most — and were the most likely to enjoy it.

2 min read
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Advisor Upside

Advisors Eye Up Instagram’s Millions of Users

With more than 100 million Americans users, Instagram is becoming a platform for advisors to connect with investors and secure new clients.

4 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

Advisor Upside

Is the Great Wealth Transfer Really All That Great?

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New research predicts just $17.5 trillion may transfer over the next two decades.

2 min read

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Advisor Upside

The Business Case Behind Advising Women

As women’s overall assets increase, so does their desire for tailored financial guidance.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Jérémy Barande via CC BY-SA 2.0, David Shankbone via CC BY 3.0, Obama White House Archived, and U.S. Air Force / Trevor Cokley

Economics

How the Great Wealth Transfer is playing out for Billionaires

The oldest among us are richer than ever, so are the richest. So what happens when the oldest and richest start passing their wealth along?

5 min read

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