Industry News

Advisor Upside

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

Photo by FinkAvenue via iStock

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 by Hapabapa via iStock

Advisor Upside

Morgan Stanley Converts Mutual Funds into First ‘Pathway’ ETFs

Morgan Stanley is bolstering its ETF suite by converting two mutual funds into exchange-traded funds under the Morgan Stanley Pathway brand.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Andrey Krav via iStock

Markets

Can a Texas Stock Exchange Really Lock Horns with Wall Street?

The Texas Stock Exchange is hoping to become the center of a new financial mecca in the Lone Star state when it launches next year.

4 min read
Photo by Gage Skidmore via CC BY-SA 2.0

Advisor Upside

FINRA Cases Hit Record Lows. Warren Wants Answers

FINRA enforcement cases plummeted last year, sliding to the lowest level in the agency’s history, which caught the eye of Elizabeth Warren.

2 min read

Advisor Upside

Solid Wall Street Earnings Come with a Tariff Asterisk

Photo by Click See via CC BY-SA 2.0

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?’

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

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.