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

Morgan Stanley Faces SEC Questions Over Cash Sweeps

Morgan Stanley is the latest firm to disclose an SEC inquiry into its cash sweep program that pays paper-thin interest rates to clients.

2 min read
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Advisor Upside

Ares Management Breaks Private Credit Fund Record at $34B

The investment manager’s fund is the largest in a growing number of investments that are fueling the private credit market.

2 min read
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Advisor Upside

BlackRock, Invesco Battle Over Private Asset ETFs

The world’s largest asset managers are devising new ETFs that wrap up private investments into a passive fund.

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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