Industry News

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

Schwab, Blackstone Among Firms Fined By SEC Over Off-Channel Comms

The controversial enforcement actions have been called a “cash cow” by Commissioner Hester Peirce.

2 min read
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Advisor Upside

JPMorgan, Citi, Wells, Goldman Crush Q4 Earnings

Wall Street ended 2024 on a high note, providing investors with a sigh of relief as we enter the new year.

1 min read
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Advisor Upside

Ads Featuring Burning Dollar Bills? UK Watchdog Says Nope

The UK Advertising Standards Authority said Wahed Invest can no longer run posters with flaming US and EU bills.

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

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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