Industry News

Advisor Upside

Fidelity’s $280B Contrafund Appoints First New PMs Since 1990

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Longtime manager Will Danoff hasn’t announced an exit, but two additional co-managers will handle a slice of the massive portfolio.

2 min read

Photo via TradePMR

Advisor Upside

TradePMR’s Robb Baldwin on Robinhood and the American Financial System

The future of American financial technology is being able to do transactions, trades, and payments in one spot, Baldwin said.

2 min read
Photo by Ajay Suresh via CC BY 2.0

Advisor Upside

Morgan Stanley Eyes Startups Ahead of Potential IPO Rebound

A Morgan Stanley partnership with Carta could result in more clients, and more assets, for its advisory business.

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

Advisor Upside

Solid Wall Street Earnings Come with a Tariff Asterisk

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The latest earnings may not reflect recent market volatility ushered in by the Trump administration’s sweeping tariffs.

1 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
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Advisor Upside

Robinhood Targets Wealth Management with TradePMR Deal

The free trading platform aims to connect its retail investors to services traditionally saved for wealthier investors.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

3 Trends Expected to Give Advisors Hangovers in 2025

The research and advisory firm Forrester found that adapting to new technologies is paramount to financial services firms.

1 min read

Advisor Upside

Who Gets to Call Themselves ‘Advisor?’

Photo by Getty Images via Unsplash

The North American Securities Administrators Association updated a rule that seeks to bar many broker-dealer reps from using the title.

2 min read

Advisor Upside

Advisors Sift Through Tariff Turmoil as Uncertainty Lingers

Photo by Gage Skidmore via CC BY-SA 2.0

Tariffs could be in effect for years to come and play havoc on portfolios in the coming months.

2 min read

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