Industry News

Advisor Upside

Fidelity’s $280B Contrafund Appoints First New PMs Since 1990

Photo by FinkAvenue via iStock

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

Photo via Rise Growth Partners

Advisor Upside

Joe Duran on Active Management, Insurance and Following Sheep

Rise Growth Partners backed a $5.7 billion fee-only registered investment advisor this week and is already in talks to land future deals.

3 min read
Photo by Andrew Neel via Pexels

Advisor Upside

Robinhood’s Robo Advisor Has a Major Leg Up: 25 Million Users

SEC filings reveal Robinhood’s plans to offer an affordable robo-advisor that’s on par with the competitors.

2 min read
Photo via CFP Board

Advisor Upside

CFP Board CEO Kevin Keller to Retire After 18 Years

The organization dedicated to financial planning will engage an outside firm to help search for a replacement.

2 min read

Advisor Upside

Solid Wall Street Earnings Come with a Tariff Asterisk

Photo by Click See via CC BY-SA 2.0

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?’

Photo by Getty Images via Unsplash

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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