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 by Miki Yoshihito via CC BY 2.0

Advisor Upside

The Japanese Wealth Manager That Boosted Profits By 195%

Nomura Holdings’ net income tripled in the first quarter from a year ago thanks in part to its wealth management division.

2 min read
Photo by Can Pac Swire via CC BY-SA 2.0

Advisor Upside

Vanguard, BlackRock, State Street Face Potential Hurdle From Decades-Old Rules

Vanguard is sounding the alarm that regulators may soon enforce rules that set limits on how much of a company investors can own.

2 min read
Photo by Gage Skidmore via CC BY-SA 2.0

Advisor Upside

Anti-Woke Strive Asset Management Launches Wealth Platform

Strive said last week that it’s launching a new wealth management offering to customers and announced $30 million in fresh funding.

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

Photo by Veronique D via iStock

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

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.