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Competition Heats Up for Commonwealth Advisors After LPL Deal

Photo via LPL Financial

Commonwealth advisors are now hot ticket items, and some are being offered lucrative deals from competitors.

2 min read

Photo by Maryland GovPics via CC BY 2.0

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
Photo by Abdallahh via CC BY 2.0

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
Photo by Miki Yoshihito via CC BY 2.0

Advisor Upside

The Japanese Wealth Manager That Boosted Profits By 195%

Nomura Holdings’ net income tripled in the first quarter from a year ago thanks in part to its wealth management division.

2 min read

Advisor Upside

Social Security Can be Fixed Without Cutting Benefits, Pension Expert Says

Photo by Eric1513 via iStock

It may be years before some Americans can get realistic estimates on payments from the beleaguered system.

2 min read

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

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

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