Gen Z

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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Advisor Upside

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

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
Photo by Kenny Eliason via Unsplash

Advisor Upside

Where Does Gen Z Turn for Financial Advice? It’s Not TikTok

Parents and family members are Gen Z’s No. 1 source for financial advice, even topping social media influencers.

1 min read

June 2, 2025, New York, United States: A Wall Street road sign is seen in the Financial District in Manhattan, New York City. (Credit Image: © Jimin Kim/SOPA Images via ZUMA Press Wire) (Newscom TagID: zumaglobalsixteen137558.jpg) [Photo via Newscom]

Banking

Goldman Sachs Taps a New Generation of Leadership Ahead of Deals Boom

The toast of Wall Street has elevated a new generation of executives to run its investment banking and trading operations.

2 min read
Photo via Connor Lin / The Daily Upside

Artificial Intelligence

Mistral CEO Says the Company Wants an IPO

Mistral is among a clutch of privately held AI startups like OpenAI and Anthropic that have seen valuations soar.

1 min read
Photo by Kostas Dimopoulos via Pexels

Policy & Power

Is Trump Pivoting From a Trade War to an International Tax Fight?

The Trump 2.0 era may have officially begun this week, but the much-hyped tariff-fueled trade war has not. At least, not yet.

2 min read

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