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Advisor Upside

Active ETFs Surge Among Advisors

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Roughly 30% of portfolios had exposure to active ETFs in the second quarter, up from just 13% in 2022, Fidelity reported.

1 min read
Advisor Upside

Sinking Fees Are Creating ‘Leaky Boats’ for Asset Managers

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Roughly $180 billion in assets flowed out of more expensive equity funds in the first half of the year.

1 min read
Investments

Masimo CEO Resigns Days After Proxy Battle Ejected Him From Board

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Masimo CEO Joe Kiani stepped down following a two-year skirmish with an activist investor that ejected him from his own board.

2 min read
Big Tech

Google Accuses Microsoft of Monopolizing the Cloud Market

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Google filed a formal complaint with the European Union, saying that Microsoft abuses its market dominance as a software maker.

1 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Anthropic Bets Big on Wealth Management with New AI Tools

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2 min read
Ritholtz Wealth Files for First ETF

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1 min read
Who Will End Up Paying for Nvidia’s Boom?

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2 min read

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