Fidelity

Advisor Upside

Family Matters: Having Everyone at the Table Makes Clients Confident

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Advisors who encourage regular family conversations help put clients at ease and improve the likelihood that their assets will stay in-house.

2 min read

ETF Upside

BlackRock, Vanguard, Fidelity Keep Gobbling Up Market Share

The three firms now manage 52% of assets among the largest 150 fund companies, up from 43% a decade ago.

2 min read
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Advisor Upside

Goals Are the New Blueprint for Portfolio Construction

Two portfolio approaches — asset-focused and outcome-oriented — can overlap. But the latter puts the individual client’s goals at the center of the process.

1 min read
Photo via Rafael Henrique/ZUMAPRESS/Newscom

Advisor Upside

What’s Behind Vanguard’s Deal to Buy Altruist?

It’s the latest step in CEO Salim Ramji’s plan to move Vanguard beyond low-cost asset management and into financial advice.

2 min read

Advisor Upside

Schwab on the Hunt for Long-Short Strategies Director

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2 min read

Advisor Upside

Morgan Stanley Raises Bet on Digital Assets With E*Trade Crypto Access

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The wirehouse will now let some clients buy and sell various cryptocurrencies on its self-directed platform.

1 min read

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ETF Upside

Fidelity Joins Mad Dash into ETF Share Classes

The asset manager is launching three new share classes as the line between mutual funds and ETFs grows blurrier.

2 min read
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Advisor Upside

Fidelity Joins BlackRock, Vanguard in Offering Annuities in 401(k) Plans

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

Retirement Upside

Retirement Anxiety Is Real, But Confidence Is Growing

Fidelity IRA contributions jumped 29% year over year in the first quarter, a record increase.

2 min read

Advisor Upside

Digital Custodian Altruist Takes On Schwab, Fidelity With New RIA Model

Photo via Altruist

The affiliate model itself is nothing new, but it’s novel for a custodian.

2 min read

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