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

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Advisor Upside

Betterment to Buy Sallie Krawcheck’s Ellevest Robo Accounts

Ellevest plans to focus on its private wealth management and financial planning business lines going forward.

1 min read
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Advisor Upside

Advisors in SEC Crosshairs After First Enforcement Action

The agency’s first settlement suggests that it may have shifted focus squarely onto investment advisors.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard Took the ETF Asset Crown. Here’s Why It Matters

The changing of the guard is proof that retail and advised clients, with much longer time horizons, are prioritizing low-cost passive funds.

2 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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