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

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Advisor Upside

Ethereum ETFs Impress in Debut. Will Advisors Care?

A recent survey found most clients aren’t interested in having conversations about crypto, which could cap the funds’ impact on the industry.

2 min read
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Advisor Upside

Client Assets Rebound on Strong Referral Strategies

Assets under management for RIAs rebounded sharply last year, and not just because of the markets’ blistering performance.

1 min read
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Advisor Upside

Will a Trump Administration Really Axe Finra?

The conservative manifesto, called Project 2025, unveiled plans to cut several government offices including Finra.

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

Advisor Upside

Who Gets to Call Themselves ‘Advisor?’

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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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