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

Fund Fees Hit Record Lows Last Year – And Maybe Rock Bottom

It took more than a decade, but fund fees may have finally hit their lowest possible levels, according to the latest Morningstar research.

2 min read
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Advisor Upside

Envestnet Sold to Bain Capital for $4.5B After ‘Tumultuous’ Year

Envestnet is one of the largest wealth management software companies in the US and serves approximately one in three financial advisors.

2 min read
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Advisor Upside

Supreme Court Ruling Minimizes SEC’s Enforcement Power

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

Finfluencers in Crosshairs of Latest FINRA Lawsuit

The online broker TradeZero allegedly did not properly oversee paid online marketing materials created by social media influencers.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

What Ken Fisher’s Nearly $13B Valuation Means for RIAs

The eye popping private-equity deal for famed Fisher Investments is a boon for financial advisors.

3 min read
(Photo by Tomas Martinez on Unsplash)

Advisor Upside

Goldman Sachs Sells Wealth Management Division

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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