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

Photo illustration by Connor Lin / The Daily Upside

Analysis

Wall Street Does DeFi

New digital-asset funds from BlackRock and WisdomTree are bypassing traditional systems and issuing assets directly on the blockchain.

3 min read
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Advisor Upside

Next SEC Chair? Bets Are on Peirce, Cuban, Or ‘CryptoDad’

Securities and Exchange Commission Chairman Gary Gensler is likely to resign from his position at the agency before his term is up.

2 min read
Photo by AlainM47 via CC BY-SA 4.0

Advisor Upside

Neuberger Berman Buys Stake in Mariner in Latest RIA Deal

The deal is the latest example of major investments into the RIA space, with much of the funding coming from private equity.

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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