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 Ray Shrewsberry via Unsplash

Advisor Upside

Don’t Mess With Texas Stock Exchange’s $161m Raise

The project would provide a venue for smaller, private companies to list, and open up new investment opportunities for clients.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

How Low Can You Go? Vanguard Slashes Fees on 87 Funds

The asset manager said the largest price reduction in its history could save investors more than $350 million this year alone.

1 min read
Photo by Tom Fisk via Pexels

Advisor Upside

Citi Shakes Up Again After Private Bank Exec Departs

The bank is restructuring the unit that caters to some of its wealthiest clients, according to an internal memo.

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.