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Advisor Upside

Clients Could Need $1.26M to Retire. Gen Z Has a Plan

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Young Americans have begun investing in their retirement at just 24 years old compared with almost 40 for boomers, per Northwestern Mutual.

2 min read
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
Finance

Activist Investor Elliott Picks a Fight for Change at HPE

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Elliott Management is looking to turn HPE around after its stock has lost more than a fourth of its value this year.

2 min read
Media & Entertainment

Next Level: Netflix Angles for Membership in $1 Trillion Club

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With Hollywood conquered, Netflix has a new goal: reach a $1 trillion market cap by 2030, according to a Wall Street Journal report.

2 min read

Advisor Upside

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

Enterprises Grapple With Pros, Cons (and Costs) of Cloud-First Strategy

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4 min read
Fiserv Loses Nearly Half Its Market Cap After ‘Abysmal’ Quarter

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2 min read
Amazon Job Cuts Broaden Big Tech’s Layoff Barrage

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2 min read

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