McKinsey & Company

Advisor Upside

The Business Case Behind Advising Women

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As women’s overall assets increase, so does their desire for tailored financial guidance.

2 min read

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Advisor Upside

The RIA Industry Is Getting Younger. Not Your Average Advisor

As Americans’ wealth and demand for professional advice grows, the clock is ticking for firms to find new recruits.

3 min read
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Advisor Upside

Will Advisors Embrace ‘Breakthrough’ Private ETF From State Street, Apollo?

Many advisors say they’re not ready to trade in tried-and-true index funds for private credit funds.

2 min read
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Advisor Upside

Advisors Want In on Private Credit. Should They?

The next frontier for private credit may be the mass market where fund managers are launching new products, like exchange-traded funds.

3 min read

Advisor Upside

Looming Advisor Shortage Could Top 100K Over Next Decade

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The advisor workforce is expected to decline 0.2% annually through 2034, according to a report by McKinsey & Co.

2 min read

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