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Advisor Upside

Why ‘Old School’ Franklin Templeton Just Bought a Crypto Startup

Photo via Spencer Jones/Plexi Images/GHI/UCG/Universal Images Group/Newscom

The crypto space is relatively small compared with other asset classes, but the hype train is barreling down the tracks.

2 min read

Photo by US Department of Labor via CC BY 2.0

Advisor Upside

Inside the DOL’s Plan to Open Up Alternative Assets in 401(k)s

Industry groups and asset managers are in favor, but advisors are weary, saying the expanded access can quickly spell trouble for clients.

2 min read
Photo by Marcin Nowak via Unsplash

Advisor Upside

Creative Planning Snaps Up 2nd European Firm as Advisors See Client Demand Abroad

One of the largest RIAs already serves thousands of US ex-pats, according to CEO Peter Mallouk.

2 min read
Photo via Sasun Bughdaryan

Advisor Upside

The Fiduciary Rule Is Dead, but the Conversations Aren’t

The rule was struck down in federal court, but the questions it raised around serving clients appropriately are alive and well.

2 min read

Advisor Upside

Goldman Sachs to Invest $42.5M in TAMP GeoWealth

Photo via GeoWealth

The majority will provide liquidity to early shareholders instead of going directly to GeoWealth’s balance sheet.

1 min read

Advisor Upside

Robinhood, TradePMR Join Growing Referral Space

Photo by Getty Images via Unsplash

They’re just the latest firms to join the referral space, an area of wealth management that is ramping up.

1 min read

Advisor Upside

Ritholtz Wealth Files for First ETF

Photo via Connor Lin / The Daily Upside

The 351 exchange fund would maintain equity exposure during sustained market uptrends and become defensive during downtrends.

1 min read

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