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 Lucky Photographer via iStock

Advisor Upside

Wall Street Pay Falls Further From Pandemic Highs

The average New York City securities salary dropped 5.2% in 2023, mostly due to smaller bonuses, marking a drop from the pandemic highs.

1 min read
Photo by TravelingOtter via CC BY-SA 2.0

Advisor Upside

New ETFs Help Clients Defer Taxes like the Super Rich

New ETF launches are using sophisticated strategies that were once only available to the wealthy to help clients defer capital gains tax.

2 min read
Photo by Wladyslaw via CC BY-SA 3.0

Advisor Upside

JPMorgan Wants In on the Great White North

The bank’s asset management arm has made two ETFs available on the Toronto Stock Exchange, and plans to grow staff in Canada.

1 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.