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Advisor Upside

JPMorgan Tokenizes PE Fund on In-house Blockchain

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The move comes before the bank’s full rollout of its tokenization platform next year.

1 min read

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Advisor Upside

Morgan Stanley Buys Equity Trading Platform in Private Investment Push

The investment bank has acquired EquityZen, giving Morgan Stanley clients greater access to private company investments.

1 min read
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Advisor Upside

Is the 2.8% Social Security COLA Increase Enough? Depends on Who You Ask

That works out to an additional $56 per retirement payment, bringing the average monthly benefit to more than $2,000.

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

Advisor Upside

Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

As mega RIAs get bigger, some advisors are saying that the independent channel is beginning to look a lot like Wall Street.

4 min read

Advisor Upside

Why This Commonwealth Team Decided to Move to Osaic

Photo via Hinck Private Wealth

Florida-based Hinck Private Wealth Management is the latest formerly Commonwealth team to join Osaic’s growing network of RIAs.

2 min read

Advisor Upside

Volatility Shares Dares SEC to Approve 5x Leveraged ETFs

Photo by Zan Lazarevic via Unsplash

As others have sought 3x leveraged ETFs, VolatilityShares is going further, raising the question of what the SEC’s leverage limit could be.

2 min read

Advisor Upside

Is Goldman Wooing Retail Customers, Again?

Photo via Griffin Kelly

The consumer segment has eluded Goldman for years. Could this time be different?

2 min read

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