wealth

Personal Finance

E Pluribus Unum: Individual Investors Become Market-Moving Force

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According to a recent JPMorgan analysis, individual investors now account for 60% of US equities, an all-time high.

2 min read

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Personal Finance

In Billionaire League Tables, US Keeps the Gold

The US is home to around 905,000, or nearly 37%, of the world’s population of individuals with a net worth of at least $10 million.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Ppart and Peshkov via iStock

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
Photo illustration by Connor Lin / The Daily Upside, Photos by Richard Darko and Mustafau via iStock

Economics

What Would a US Sovereign Wealth Fund Look Like?

More than 90 sovereign wealth funds are already up and running around the world, managing over $8 trillion in assets.

6 min read

Economics

The Mental Health Crisis is Slamming Workplaces

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Consensus opinion seems to be that a mental health crisis is plaguing the world. And it turns out, good mental health makes wealth.

1 min read

Photo via Connor Lin / The Daily Upside

Finance

Asset Management Giant Vanguard Carves Out New Wealth Management Division

The move marks the biggest restructuring at the world’s second-largest money manager in more than ten years.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Gzorgz and iLexx via iStock

Industry News

AI Won’t Replace Advisors. But It Will Transform the Industry.

AI won’t treat us to a round of golf to discuss investment strategies. But the technology is already a game changer for financial advisors

5 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Freepik, Banphote Kamolsanei and Cherezoff via iStock

Personal Finance

The Great Wealth Transfer Might be a Big Mirage

In the coming decades, the Silent Generation and aging Baby Boomers are projected to hand down trillions in wealth. So who will benefit?

4 min read

Advisor Upside

Inside Wells Fargo’s Bet on Independent Advisors

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The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

2 min read

Advisor Upside

Wealthtech Funding Heats Up With 2 Big Rounds

Photo via Connor Lin / The Daily Upside

Fintech’s Facet and Quartr raised a collective $41 million, highlighting robust enthusiasm for the industry.

1 min read

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