the great wealth transfer

Advisor Upside

Is the Great Wealth Transfer Really All That Great?

Photo by Anatoly Kireev via iStock

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

2 min read

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Advisor Upside

The Business Case Behind Advising Women

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

2 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

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