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 via Connor Lin / The Daily Upside

Advisor Upside

Inside Vanguard’s Latest Push Into Financial Advice

The $10 trillion asset manager is restructuring itself with an eye towards its wealth management business.

2 min read
Photo via Carson Group

Advisor Upside

Ron ‘Omani’ Carson’s Next Venture? Spiritual Retreats

Ron Carson, the founder of the $38 billion RIA The Carson Group, is now offering spiritual retreats to clients all over the world.

2 min read
Photo by St. Gallen Symposium via CC BY-SA 4.0

Advisor Upside

What Trump’s SEC Chair Pick Paul Atkins Means for Crypto

Atkins’ nomination is a breath of fresh air for the crypto crowd, who felt Gensler dragged his feet on policy.

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

Photo by Ajay Suresh via CC BY 2.0

Advisor Upside

Morgan Stanley Eyes Startups Ahead of Potential IPO Rebound

A Morgan Stanley partnership with Carta could result in more clients, and more assets, for its advisory business.

2 min read
Photo by Antoni Shkraba via Pexels

Advisor Upside

How Early Education is Helping Advisors Promote Racial Equality

Black professionals account for just 2% of Certified Financial Planners in the US, according to industry data.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Gzorgz and iLexx via iStock

Industry News

AI Won’t Replace Advisors. But It Will Transform the Industry.

AI won’t treat us to a round of golf to discuss investment strategies. But the technology is already a game changer for financial advisors

5 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

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