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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

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
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Advisor Upside

Wall Street Bonuses Surge for First Time Since 2021

The past two years haven’t been too kind to Wall Street comp plans, but that might be changing as bonuses make a comeback.

2 min read
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Advisor Upside

SEC Fines Robo-Advisor for Athlete Endorsement Violations

The Shariah-compliant robo-advisor Wahed Invest allegedly violated advertising rules and agreed to a $250,000 fine.

1 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

CFA Final Exam Success Rate Drops to Below 50%

The pass rate for the notoriously taxing final level of the chartered financial analyst exam fell further below the decade average of 52%.

2 min read
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Advisor Upside

What Fidelity’s Data Breach Means for Advisors

Experts believe the perpetrator used tokens to access the personal information through improperly configured third-party code.

2 min read
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Advisor Upside

Big Brokers Beat Estimates in Strong Start to Earnings Season

JPMorgan Chase and Wells Fargo, among other banks and asset managers, beat analysts’ expectations in the third quarter.

1 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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