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Advisor Upside

Why Schwab Hiked Minimum Assets to $5M for Client Referral Program

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The discount brokerage had already increased client asset minimums from $500,000 to $2 million earlier this year without any adjustments in more than two decades.

2 min read

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Advisor Upside

Why Goldman Is Expanding Investor Access to Private Markets

With its newly consolidated alternative investments platform, Goldman is catering to the demands of high-net-worth customers.

2 min read
Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

Advisor Upside

What’s Behind the SEC’s New Crypto Proposal?

The rules aim to provide a clear framework for certain investment contracts involving crypto assets.

1 min read
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Advisor Upside

Behind Goldman’s $2.3B Deal for NEOS Investments

Asset managers are becoming increasingly determined to bring options-based strategies to the masses.

2 min read

Advisor Upside

Vanguard’s New Custom Model Portfolios Hope to Prove One Size Doesn’t Fit All

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Vanguard will now let advisors tailor certain models to their specific values and tax preferences.

1 min read

Advisor Upside

Alts Are Coming To a Retirement Plan Near You. What’s Next?

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The Department of Labor is currently parsing tens of thousands of letters supporting and opposing the measure.

2 min read

Advisor Upside

Morgan Stanley Raises Bet on Digital Assets With E*Trade Crypto Access

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The wirehouse will now let some clients buy and sell various cryptocurrencies on its self-directed platform.

1 min read

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