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 Connor Lin / The Daily Upside

Advisor Upside

What Fidelity’s Data Breach Means for Advisors

Experts believe the perpetrator used tokens to access the personal information through improperly configured third-party code.

2 min read
Photos by Ikechukwu Julius Ugwu and Nick Sarvari via Unsplash, Daveynin via CC BY 2.0, and Michael Vi via iStock

Advisor Upside

Big Brokers Beat Estimates in Strong Start to Earnings Season

JPMorgan Chase and Wells Fargo, among other banks and asset managers, beat analysts’ expectations in the third quarter.

1 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

‘Burrito Scarfer’ CFP Board Ads Weren’t Meant for Advisors (Or, Even Adults)

A new CFP Board ad campaign targeting college students and high schoolers missed the mark among members. That might be the point.

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

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.