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 Connor Lin / The Daily Upside

Advisor Upside

CFP Board May Ease Rules on Prior Bankruptcy, Alcohol, Drug Charges

The proposed changes could lighten the load for the organization and make it easier for advisors to move on from previous offenses.

1 min read
Photo by LewisTsePuiLung via iStock

Advisor Upside

JPMorgan, Edward Jones Among Latest Firms to Reshape DEI Efforts

JPMorgan said it has swapped out “equity” for “opportunity” in an effort to better reflect the program’s goals.

2 min read
Photo by JHVEPhoto via iStock

Advisor Upside

Nasdaq to Open New Office on ‘Y’All Street’

The operator of the tech-heavy Nasdaq Composite Index will establish a new regional headquarters in Dallas.

1 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

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.