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

How Interest Rates Cut Into Morgan Stanley’s Earnings

Morgan Stanley’s performance was held down by its wealth management division and a Federal Reserve that is stuck in neutral on rate cuts.

1 min read
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Advisor Upside

BlackRock Hits Record AUM as Wall Street Banks Report Solid Earnings

CEO Larry Fink attributed the healthy performance to growth in private markets, retail active fixed income, and the company’s ETF business.

1 min read
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Advisor Upside

Fed Rule Change Could Save Wall Street Banks Billions

The Federal Reserve is considering changes that would soften the global systemically important banks surcharge and free up assets for banks.

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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