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

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Advisor Upside

Ethereum ETFs Impress in Debut. Will Advisors Care?

A recent survey found most clients aren’t interested in having conversations about crypto, which could cap the funds’ impact on the industry.

2 min read
Photo by Joshua Mayo via Unsplash

Advisor Upside

Client Assets Rebound on Strong Referral Strategies

Assets under management for RIAs rebounded sharply last year, and not just because of the markets’ blistering performance.

1 min read
Photo via Finra

Advisor Upside

Will a Trump Administration Really Axe Finra?

The conservative manifesto, called Project 2025, unveiled plans to cut several government offices including Finra.

2 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

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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