wealth

Economics

The Mental Health Crisis is Slamming Workplaces

Photo by Tima Miroshnichenko via Pexels

Consensus opinion seems to be that a mental health crisis is plaguing the world. And it turns out, good mental health makes wealth.

1 min read

Photo via Connor Lin / The Daily Upside

Finance

Asset Management Giant Vanguard Carves Out New Wealth Management Division

The move marks the biggest restructuring at the world’s second-largest money manager in more than ten years.

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

Industry News

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

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

Personal Finance

The Great Wealth Transfer Might be a Big Mirage

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

Inside Wells Fargo’s Bet on Independent Advisors

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The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

2 min read

Advisor Upside

Wealthtech Funding Heats Up With 2 Big Rounds

Photo via Connor Lin / The Daily Upside

Fintech’s Facet and Quartr raised a collective $41 million, highlighting robust enthusiasm for the industry.

1 min read

Personal Finance

Home Economics: Homeownership is still the American Dream. But Should it Be?

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Buying a home is expensive. And so is owning one. In the era of high mortgage rates and soaring expenses, is homeownership still worth it?

4 min read

Photo by Chenyu Guan via Unsplash

Indicators

US Households Get More and More Comfortable with the Stock Market

Almost half of all US households’ financial assets are tied to public stocks, a near-record high, according to recent Federal Reserve data.

1 min read
(Photo by Christopher Bill on Unsplash)

Personal Finance

Millionaires are Fleeing the UK in Droves in Favor of Tax Havens like the UAE

Across the globe, a record 128,000 millionaires are expected to relocate this year, according to a new report.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Layerace via Freepik

Advisor Upside

Financial Advisors Are On the Fence About Bitcoin ETFs

As cryptocurrency flirts with record highs, the new ETF products may help advisors gain exposure to a highly volatile asset class.

3 min read