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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

The Japanese Wealth Manager That Boosted Profits By 195%

Nomura Holdings’ net income tripled in the first quarter from a year ago thanks in part to its wealth management division.

2 min read
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Advisor Upside

Vanguard, BlackRock, State Street Face Potential Hurdle From Decades-Old Rules

Vanguard is sounding the alarm that regulators may soon enforce rules that set limits on how much of a company investors can own.

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

Advisor Upside

Anti-Woke Strive Asset Management Launches Wealth Platform

Strive said last week that it’s launching a new wealth management offering to customers and announced $30 million in fresh funding.

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

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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