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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

What Ken Fisher’s Nearly $13B Valuation Means for RIAs

The eye popping private-equity deal for famed Fisher Investments is a boon for financial advisors.

3 min read
(Photo by Tomas Martinez on Unsplash)

Advisor Upside

Goldman Sachs Sells Wealth Management Division

1 min read
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Advisor Upside

BlackRock To Enter $18.9 Trillion Chinese Wealth Management Market

1 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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