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

Photo via Ray-Ban

Big Tech

Meta Looks Back to the Metaverse with Rose-Tinted Ray-Bans

By expanding its partnership with Ray-Ban, Meta is turning its attention back to building futuristic hardware.

2 min read
Photo by Tima Miroshnichenko via Pexels

CIO Upside

How CIOs Can Prepare for the Not-So-Distant Quantum Security Threat

‘What’s more concerning is that people are just waiting and doing nothing’

2 min read
Photo of IBM patent via the U.S. Patent and Trademark Office

Artificial Intelligence

The Less You Know, the Better: Tech Moves Toward Data Minimization

‘At the end of the day, wherever that data is, it has to be protected’

2 min read

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