Wealth transfer

Industry News

AI Won’t Replace Advisors. But It Will Transform the Industry.

Photo illustration by Connor Lin / The Daily Upside, Photos by Gzorgz and iLexx via iStock

AI won’t treat us to a round of golf to discuss investment strategies. But the technology is already a game changer for financial advisors

5 min read
Personal Finance

The Great Wealth Transfer Might be a Big Mirage

Photo illustration by Connor Lin / The Daily Upside, Photos by Freepik, Banphote Kamolsanei and Cherezoff via iStock

In the coming decades, the Silent Generation and aging Baby Boomers are projected to hand down trillions in wealth. So who will benefit?

4 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
Advisor Upside

Rich Clients Stick With Their Advisor. Their Children? Not So Much

Photo by Kampus Production via Pexels

With the Great Wealth Transfer in full swing, advisors need to be ready for younger clients who are more mobile, according to a survey.

1 min read
Advisor Upside

Women Get First Crack at $84T Wealth Transfer

Photo by Sasun Bughdaryan via Unsplash

Because women typically outlive men, approximately $9 trillion of the wealth transfer is projected to fall to them in the coming years.

1 min read