Gen Z

Advisor Upside

How Advisors Can Help Clients Scratch the Sports Betting Itch Without Blowing Up Financial Plans

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A quarter of Gen Z said they view sports betting as part of their long-term plan, and more than half have reallocated funds meant for investments into sports bets.

2 min read

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Consumer

Malls Regain Rizz as Gen Z Embraces Style of Yesteryear’s Teens

Gen Z’s interest in brands that styled teens of an earlier era is revitalizing once-beleaguered shopping mall retailers.

4 min read
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Advisor Upside

Roughly 1 in 5 Financial Advice Seekers Are Turning to AI

A recent Edward Jones survey found that even though more people are using AI for guidance, they don’t trust it nearly as much as they do human advisors.

2 min read
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Advisor Upside

The Great Wealth Transfer May Become the Great Alts Boom

The role of the advisor is becoming increasingly central as Great Wealth Transfer inheritors increase allocations to assets like crypto and private equity.

2 min read

Big Tech

With Cheaper Smart Glasses, Meta’s Playing to Win in Wearable AI

Photo via Christoph Schmidt/dpa/picture-alliance/Newscom

Users can ask the glasses to live-translate more than 20 languages, provide turn-by-turn walking directions, take calls, play music and more.

2 min read

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Retirement Upside

Why the Gen Z Dating Scene Is All About Retirement

Survey data shows many Gen Zers are seeking partners who are smart with money, a reflection of current economic reality for young Americans.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Krittiraj Adchasai and Cherezoff via iStock

Personal Finance

Micro-Retirement vs. Money Fire: How Gen Z Workers Pull Off Unpaid Sabbaticals

Taking an extended break mid-career is the new goal for many young workers, but experts warn it can be more expensive than it looks.

5 min read
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Advisor Upside

Can Clients Have Principles and Performance? Younger Generations Think So

Survey data and advisors’ anecdotal experience show an emerging interest among younger generations in values-based investing.

2 min read

Advisor Upside

Forget Allowances, Most Teens Want to Know How to Invest

It’s a prime opportunity for advisors who are looking to court the next generation of clients, according to a recent Schwab survey.

2 min read

Advisor Upside

Younger Americans Enter Workplace Retirement Plans Earlier than Gen X, Boomers

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The head start and greater financial confidence is translating to more younger clients for advisors.

2 min read

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