Industry News

Industry News

Inside Goldman’s New Private-Public Model Portfolios

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

2 min read

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Advisor Upside

Don’t Mess With Texas Stock Exchange’s $161m Raise

The project would provide a venue for smaller, private companies to list, and open up new investment opportunities for clients.

2 min read
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Advisor Upside

How Low Can You Go? Vanguard Slashes Fees on 87 Funds

The asset manager said the largest price reduction in its history could save investors more than $350 million this year alone.

1 min read
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Advisor Upside

Citi Shakes Up Again After Private Bank Exec Departs

The bank is restructuring the unit that caters to some of its wealthiest clients, according to an internal memo.

1 min read

Advisor Upside

Advisors Weigh In on FINRA’s Side Hustle Rule Proposal

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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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