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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

Fund Fees Hit Record Lows Last Year – And Maybe Rock Bottom

It took more than a decade, but fund fees may have finally hit their lowest possible levels, according to the latest Morningstar research.

2 min read
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Advisor Upside

Envestnet Sold to Bain Capital for $4.5B After ‘Tumultuous’ Year

Envestnet is one of the largest wealth management software companies in the US and serves approximately one in three financial advisors.

2 min read
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Advisor Upside

Supreme Court Ruling Minimizes SEC’s Enforcement Power

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

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Advisor Upside

Finfluencers in Crosshairs of Latest FINRA Lawsuit

The online broker TradeZero allegedly did not properly oversee paid online marketing materials created by social media influencers.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

What Ken Fisher’s Nearly $13B Valuation Means for RIAs

The eye popping private-equity deal for famed Fisher Investments is a boon for financial advisors.

3 min read
(Photo by Tomas Martinez on Unsplash)

Advisor Upside

Goldman Sachs Sells Wealth Management Division

1 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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