Fidelity

Advisor Upside

There Are Now More 401(k) Millionaires Than Ever

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High employer matching rates and a booming stock market have pushed retirement balances to record highs.

2 min read

Photo via Yuri Gripas

Advisor Upside

Tree Hugging or Greenwashing? BlackRock’s in ESG Hot Seat Either Way

The world’s largest asset manager is caught in the crossfire between critics who say it’s pushing ESG too aggressively, and those who insist it’s not doing nearly enough.

2 min read
Photo via Jimin Kim/ZUMAPRESS/Newscom

Advisor Upside

Schwab Requires Customers to Update Login Credentials Shared with Third-Party Platforms

The recordkeeper said third-party fintech platforms used by advisors to access clients’ 401(k)s create security risks.

2 min read
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Advisor Upside

JPMorgan Tokenizes PE Fund on In-house Blockchain

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

1 min read

Advisor Upside

Behind Pontera’s Open Letter Calling Out Fidelity Over 401(k) Accounts

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Company CEO Yoav Zurel criticised the firm for blocking customers from accessing their 401(k)s.

2 min read

Advisor Upside

Advisors Include Kids in College-Financing Talks

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Advisors are helping quell tuition anxieties by including both parents and children in client meetings.

2 min read

Advisor Upside

Retirement Contributions Hit All-Time High, Fidelity Says

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Fidelity’s Q1 2025 report found that Americans are putting income into their 401(k)s at record rates.

2 min read

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Advisor Upside

Fidelity’s $280B Contrafund Appoints First New PMs Since 1990

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
Photo by Dennis Diatel Photography via iStock

ETF Upside

Altcoin ETFs Test Demand for Anything Other Than Bitcoin

Bitcoin has been big business in the ETF market. Ether less so. What does that mean for Other Crypto Assets?

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read

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