Industry News

Advisor Upside

What Does the Fed’s Rate Cut Mean for Clients?

Jerome Powell, Chair of the Federal Reserve. Photo by Federal Reserve Board of Governors via PDM 1.0.

Many advisors say the move isn’t enough to significantly change strategies.

2 min read

Photo by JHVEPhoto via iStock

Advisor Upside

Rich Clients Want Lending. Merrill Lynch Is Ready for Them

Merrill launched a new credit unit for high- and ultra-high net worth clients last week.

1 min read
Photo by Getty Images via Unsplash

Advisor Upside

Goldman, T. Rowe Team Up for Public-Private Offerings

Investing $1 billion in T. Rowe may be more efficient for Goldman than building out its own channel.

2 min read
Photo via Bonnie Cash – Pool via CNP/CNP / Polaris/Newscom

Advisor Upside

SEC Enforcement Claims Tumble Almost 50% This Year

Chairman Paul Atkins said his agency is going after fraud affecting retail investors.

1 min read

Advisor Upside

Interactive Brokers Lands a Spot in the S&P 500

Photo via Piotr Swat

Its stock has been on a wild ride this year, and Interactive Brokers is currently up almost 100% over 12 months.

2 min read

Advisor Upside

VOO Becomes First ETF to Top $700 Billion in Assets

Photo via Thomas Fuller/ZUMAPRESS/Newscom

The development illustrates Vanguard’s ongoing dominance in ETFs as well as client demand for low-cost, passive strategies.

1 min read

Advisor Upside

Women Advisors Now Make Up 24% of Workforce. There’s a Long Way to Go

Photo by AntonioGuillem via iStock

The industry is far from parity, but progress has been made over the past decade.

2 min read

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