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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

Betterment to Buy Sallie Krawcheck’s Ellevest Robo Accounts

Ellevest plans to focus on its private wealth management and financial planning business lines going forward.

1 min read
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Advisor Upside

Advisors in SEC Crosshairs After First Enforcement Action

The agency’s first settlement suggests that it may have shifted focus squarely onto investment advisors.

2 min read
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Advisor Upside

Vanguard Took the ETF Asset Crown. Here’s Why It Matters

The changing of the guard is proof that retail and advised clients, with much longer time horizons, are prioritizing low-cost passive funds.

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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