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Advisor Upside

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

Merrill Lynch’s Latest Game Plan to Court the World’s Rich

A new division will connect the firms’ wealthiest clients with other products and services on the Bank of America platform.

2 min read
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Advisor Upside

FINRA Faces Big Legal Battles in 2025

The Wall Street watchdog is facing criticism from lawmakers, along with two lawsuits, that could theoretically redefine the agency.

2 min read
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OP-ED | Advisor Upside

Allan Roth: Lessons from a Surprising 2024

The popular author and financial advisor weighs in on major market trends of last year, and takes a (speculative) peek ahead.

4 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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