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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

Latest ETF Taps AI Versions of Buffett, Druckenmiller

Intelligent Alpha launched a new ETF that leverages AI large-language models to mimic some of the world’s best stock pickers.

2 min read
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Advisor Upside

Edward Jones Trims Fees for Mass Affluent Clientele

Edward Jones, one of the nation’s largest brokerages, is shaving fees for mass affluent clients come October — albeit by just a hair.

2 min read
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Advisor Upside

UBS Looks to Tap India’s Private Wealth Market

The Swiss bank UBS reportedly wants in on the wealth market in India and is considering buying a stake in a local firm to give it a foothold.

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

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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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