Gen Z

Advisor Upside

Clients Could Need $1.26M to Retire. Gen Z Has a Plan

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Young Americans have begun investing in their retirement at just 24 years old compared with almost 40 for boomers, per Northwestern Mutual.

2 min read

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Media & Entertainment

No Longer Trending, Legacy Media Balks at Bidding for TikTok

The contestants in Washington’s long-running game show are now known, we think. And Hollywood is nowhere to be seen.

2 min read
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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
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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

Advisor Upside

Where Does Gen Z Turn for Financial Advice? It’s Not TikTok

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Parents and family members are Gen Z’s No. 1 source for financial advice, even topping social media influencers.

1 min read

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