Fidelity

Investing Strategies

How the ‘Domino Effect’ from a Wonky SEC Policy Shift May Ease Capital Gains Pain

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An ETF makeover for mutual funds, enabled by the Securities and Exchange Commission, may cut taxes for millions and upend the funds biz.

5 min read

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Advisor Upside

Are Clients in Denial About Retirement Healthcare Costs?

Scary stats about the cost of health care in retirement drive many to simply ignore the issue, resulting in missed planning opportunities.

2 min read
Photo via Carson Group

Advisor Upside

Inside Carson Group’s $60B Growth Story and Its Big AI Bet

2 min read
Photo via Billy Tompkins/ZUMAPRESS/Newscom

Finance

Private Credit Crunch: JPMorgan Limits Exposure, Morgan Stanley Fund Caps Redemptions

Shares of major private-credit lenders are down significantly this year: Apollo has lost 26%, KKR 31%, Blackstone 30%, and Ares 35%.

2 min read

Advisor Upside

Robinhood, TradePMR Join Growing Referral Space

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They’re just the latest firms to join the referral space, an area of wealth management that is ramping up.

1 min read

Photo via Kyle Mazza, Kyle Mazza/ZUMAPRESS/Newscom

Personal Finance

Trump’s Retirement Savings Plan Offers Potential Bonanza for Firms Like Fidelity

If the accounts come to fruition, they could achieve a longtime goal of industry advocates and policymakers on both sides of the aisle.

2 min read
Photo via Laura Brett/Sipa USA/Newscom

Blockchain

Strategy Loses Billions on Massive Bitcoin Hoard

From 2020 to 2024, Strategy’s shares surged 3,500% as its stock appealed to investors that didn’t want to directly deal with bitcoin.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Finance

Women Will Soon Control More Money Than Ever. Is Wall Street Ready?

Women are the big winners in the great wealth transfer, and the status quo isn’t what they want from wealth managers.

4 min read

Advisor Upside

Are Model Portfolios Key to Alt Adoption?

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Many advisors are unfamiliar with alternatives, like private assets, but model portfolios could be the perfect entryway.

1 min read

Advisor Upside

JPMorgan Tokenizes PE Fund on In-house Blockchain

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The move comes before the bank’s full rollout of its tokenization platform next year.

1 min read

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