Financial Planning

Advisor Upside

Is the Great Wealth Transfer Really All That Great?

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New research predicts just $17.5 trillion may transfer over the next two decades.

2 min read

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Advisor Upside

Sagging Markets Mean Roth Conversions Go on Sale

Clients can save by converting to Roth accounts, but they should consider current tax brackets and cash on hand, advisors said.

2 min read
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Advisor Upside

Digital Estate Planner Trust & Will Lands $25 Million in Funding

Advisors tend to work with lawyers for their estate planning needs, but digital platforms can help expand those services to more clients.

1 min read
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Advisor Upside

Clients Want to Dump Trump to Live Abroad. It’s Harder Than They Think

Advisors play a critical role in what could become a life-changing decision for clients — starting a life in a new country.

2 min read

Advisor Upside

After L.A. Fires, Advisors Help Clients Rebuild Their Financial Lives

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While it’s hard to imagine the impact of the disaster, advisors are making sure clients weather both immediate and long-term needs.

2 min read

Advisor Upside

How Advisors Can Help Turn 529s Into Roth IRAs

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A new law under the Secure 2.0 Act will allow unused savings from 529 education investment funds to be transferred to a Roth IRA tax-free.

1 min read

Advisor Upside

Women Get First Crack at $84T Wealth Transfer

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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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Advisor Upside

Billionaires Inherit More Wealth Than They Make

Newly minted billionaires got more of their money from inheritance than, well, making money, according to UBS.

1 min read
OP-ED | Power Corridor

The Largest Wealth Transfer in History Has Begun

What will it mean when Gen Z and millennials rule the world?

5 min read
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Advisor Upside

Asset Managers are Piling Into Wealth Management as the Rich Get Richer

1 min read

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