Industry News

Exclusive news, analysis, and commentary about the wealth mangement industry.

Advisor Upside

BlackRock Pushes Into Private Markets With $3.2B Deal for Preqin

Photo by Hapabapa via iStock

The BlackRock deal highlights a move by some of the world’s largest asset managers into the very private world of private markets investing.

2 min read
Advisor Upside

Morgan Stanley Clients Earned .01% on Cash. Now, They’re Suing

Photo by Ajay Suresh via CC BY 2.0

A class-action lawsuit filed by a former Morgan Stanley customer revolves around cash sweeps that earn additional income on uninvested cash.

2 min read
Advisor Upside

JPMorgan Takes on Goldman with Eye Towards The Uber Rich

Photo by Ikechukwu Julius Ugwu via Unsplash

JPMorgan’s new push for the upper crust is bringing in billions of dollars and putting it toe-to-toe with Goldman Sachs.

1 min read
Advisor Upside

Schwab Wants in on Vanguard’s ‘Massive’ Share-Class Edge

Photo by Djkeddie via CC BY-SA 4.0

2 min read
Advisor Upside

Finfluencers in Crosshairs of Latest FINRA Lawsuit

Photo via Finra

The online broker TradeZero allegedly did not properly oversee paid online marketing materials created by social media influencers.

2 min read
Advisor Upside

What Ken Fisher’s Nearly $13B Valuation Means for RIAs

Photo via Connor Lin / The Daily Upside

The eye popping private-equity deal for famed Fisher Investments is a boon for financial advisors.

3 min read
Advisor Upside

Goldman Sachs Sells Wealth Management Division

(Photo by Tomas Martinez on Unsplash)

1 min read
Advisor Upside

BlackRock To Enter $18.9 Trillion Chinese Wealth Management Market

Image Credit: iStock, hapabapa

1 min read