Industry News

Industry News

Inside Goldman’s New Private-Public Model Portfolios

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The new products will help RIA firms tailor investments to the needs of their advisors and end clients.

2 min read

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Advisor Upside

Wells Fargo Analyzed Chipotle’s Burritos. They’re Actually Bigger Now

An investigation from Wells Fargo last month may have helped push Chipotle to finally come to terms with its alleged portion problem.

2 min read
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Advisor Upside

RIA Deals Hit Sizable Peak in Q2

The heightened RIA deal activity points to optimism for cheaper financing in the future as firms get ready for Federal Reserve rate cuts.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Janney Montgomery Scott Sold in Major PE Deal

Janney will be sold from the Penn Mutual Life Insurance Company, marking another major equity deal in a busy year for the industry.

1 min read

Advisor Upside

Advisors Weigh In on FINRA’s Side Hustle Rule Proposal

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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

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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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