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 by Djkeddie via CC BY-SA 4.0

Advisor Upside

Schwab Eyes Financial Advice as Cash Sweeps Dry Up

The online brokerage has long relied on bank revenues, like cash-sweep programs, but executives are now leaning into wealth management.

2 min read
Photo by David Tran via iStock

Advisor Upside

BlackRock Tops Grayscale for Digital Asset Dominance

The shift highlights the growing footprint of traditional firms in the digital asset industry, and signals renewed confidence in crypto.

2 min read
Photo by Phillip Pessar via CC BY 2.0

Advisor Upside

Franklin Templeton, TD Bank in Regulators’ Crosshairs

Regulators are intensifying their focus on two financial institutions with the potential for fines stretching into the billions of dollars.

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

Sign Up for The Daily Upside to Unlock This Article

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