Industry News

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

China Wants International Investors Kept in the Dark

Authorities in Beijing have begun hiding daily investment data from foreign investors looking to gain insights into the market.

1 min read
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Advisor Upside

SEC Sends Message Over Off-Channel Communications

Advisory firms are having to pay hefty fines if they get caught discussing business matters on personal devices.

1 min read
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Advisor Upside

Citi’s Sweeping Changes to Wealth Unit Still a Work in Progress

America’s fourth largest bank has decided to double down on wealth management, which has resulted in plenty of new faces.

2 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

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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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