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Advisor Upside

Finfluencers Can Say Whatever They Want Online. FINRA Is Paying Attention

Photo by Daiga Ellaby via Unsplash

As financial advice spreads online like wildfire, the agency opened a public comment period.

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Finance

Trian, General Catalyst Scoop Up Janus Henderson for $7.4 Billion

Photo via Kris Tripplaar/Sipa USA/Newscom

Trian and General Catalyst said going private will free the firm “from the constraints of operating as a public company.”

2 min read
Media & Entertainment

Backed by ‘Bank of Dad,’ Paramount Makes Another Push For Warner Bros. Discovery

Photo via Chris Kleponis – via CNP/Polaris/Newscom

That puts the ball back in WBD’s court to reject Paramount’s offer for the eighth time if it chooses to stick with Netflix.

2 min read
M&A

‘Vortex of Volatility’ Kept 2025 Dealmaking From Breaking Records

Photo via Jimin Kim / SOPA Images/Sipa USA/Newscom

Standout deals included Union Pacific’s $88 billion purchase of Norfolk Southern and the $56.6 billion deal to take Electronic Arts private.

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Advisor Upside

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

VanEck Ties Latest Funds to Positive Analyst Sentiment

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State Street’s Private-Credit ETFs Outperformed in 2025. Is That Enough to Interest Investors?

Photo by Terrillo Walls via Pexels

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American Century’s Avantis Crosses $100B AUM

Photo by Planet Volumes via Unsplash

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