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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

Wells Fargo Analyzed Chipotle’s Burritos. They’re Actually Bigger Now

An investigation from Wells Fargo last month may have helped push Chipotle to finally come to terms with its alleged portion problem.

2 min read
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Advisor Upside

RIA Deals Hit Sizable Peak in Q2

The heightened RIA deal activity points to optimism for cheaper financing in the future as firms get ready for Federal Reserve rate cuts.

2 min read
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Janney Montgomery Scott Sold in Major PE Deal

Janney will be sold from the Penn Mutual Life Insurance Company, marking another major equity deal in a busy year for the industry.

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

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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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