Industry News

Industry News

Inside Goldman’s New Private-Public Model Portfolios

Photo by Ken Lund via CC BY-SA 2.0

The new products will help RIA firms tailor investments to the needs of their advisors and end clients.

2 min read

Photo via LPL Financial

Advisor Upside

Competition Heats Up for Commonwealth Advisors After LPL Deal

Commonwealth advisors are now hot ticket items, and some are being offered lucrative deals from competitors.

2 min read
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Advisor Upside

Social Security Can be Fixed Without Cutting Benefits, Pension Expert Says

It may be years before some Americans can get realistic estimates on payments from the beleaguered system.

2 min read
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Advisor Upside

Fidelity’s $280B Contrafund Appoints First New PMs Since 1990

Longtime manager Will Danoff hasn’t announced an exit, but two additional co-managers will handle a slice of the massive portfolio.

2 min read

Advisor Upside

Advisors Weigh In on FINRA’s Side Hustle Rule Proposal

Photo by Louis Hansel via Unsplash

Wealth managers and firms say FINRA shouldn’t have a say in their part-time jobs and personal investment activity.

2 min read

Advisor Upside

Social Security Backs Off From 100% Clawbacks

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A plan to withhold all benefits until historical overpayments are recouped was scrapped in favor of a 50% rate.

2 min read

Advisor Upside

CFP Board Raises Renewal Fee by 26%

Photo via Connor Lin / The Daily Upside

The group will increase its certification fees to $575 to support its public awareness campaign and marketing efforts.

2 min read

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