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

Fidelity Hires New Head of 1,700-member Family Office Network

Fidelity has hired an industry veteran to lead one of the world’s largest professional networks of family offices.

1 min read
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Advisor Upside

Why Wells Fargo Is Tapping Into Banking Customers

Wells Fargo Advisors is hoping it can cross-sell products to customers in other business lines, specifically banking customers.

2 min read
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Advisor Upside

Dr. Doom’s 5 ‘Wars’ Facing the Global Economy

The noted economist Nouriel Roubini cited five major issues that our species will have to confront over the next two decades.

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

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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

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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
Photo via Connor Lin / The Daily Upside

Advisor Upside

CI Financial to be Taken Private in Deal with Mubadala Capital

The deal expands Mubadala Capital’s reach in the US while giving CI Financial additional backing after years of snapping up RIAs.

1 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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