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

Photo by Kampus Production via Pexels

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 illustration by Connor Lin / The Daily Upside, Photos by Jérémy Barande via CC BY-SA 2.0, David Shankbone via CC BY 3.0, Obama White House Archived, and U.S. Air Force / Trevor Cokley

Economics

How the Great Wealth Transfer is playing out for Billionaires

The oldest among us are richer than ever, so are the richest. So what happens when the oldest and richest start passing their wealth along?

5 min read
Photo by Walmart Corporate via CC BY 2.0

Consumer

Walmart-Backed Fintech Scores Big Funding Round

Besides being your one-stop-retail-shop for everything, Walmart would like to be your virtual banker, too.

1 min read
Photo by Jakub Kapusnak via Unsplash

Consumer

Eggs Break Consumers’ Wallets But Producer Stocks Are Sizzling

The Fed may have cracked inflation, but eggflation is proving harder to beat. Unsurprisingly, egg producer stocks are soaring.

2 min read

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