Wealth transfer

Advisor Upside

Advisory Firms Need to Hire More Staff — and Fast

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The industry will need more than 70,000 new staff over the next five years, according to a Charles Schwab report.

2 min read

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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
Photo via Connor Lin / The Daily Upside

Advisor Upside

3 Trends Expected to Give Advisors Hangovers in 2025

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

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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 Sasun Bughdaryan via Unsplash

Advisor Upside

Women Get First Crack at $84T Wealth Transfer

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

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