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 Rise Growth Partners

Advisor Upside

Joe Duran on Active Management, Insurance and Following Sheep

Rise Growth Partners backed a $5.7 billion fee-only registered investment advisor this week and is already in talks to land future deals.

3 min read
Photo by Andrew Neel via Pexels

Advisor Upside

Robinhood’s Robo Advisor Has a Major Leg Up: 25 Million Users

SEC filings reveal Robinhood’s plans to offer an affordable robo-advisor that’s on par with the competitors.

2 min read
Photo via CFP Board

Advisor Upside

CFP Board CEO Kevin Keller to Retire After 18 Years

The organization dedicated to financial planning will engage an outside firm to help search for a replacement.

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

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