Fidelity

Advisor Upside

Schwab on the Hunt for Long-Short Strategies Director

Photo by Mike Mozart via CC BY 2.0

2 min read

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Advisor Upside

A Fair Inheritance Doesn’t Always Mean an Equal Inheritance

Inheritance can quickly create tension and dramatic infighting, especially when a client leaves more to one person than another.

2 min read
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Advisor Upside

Fidelity AUM Nears $8T Riding ‘Perfect Storm’ of Retail Investors

Plenty of that is a result of the firm’s expanded product lineup and a bull market that has all three major indices up double digits so far this year.

1 min read
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Advisor Upside

Clients Could Spend $185,500 on Healthcare in Retirement. Don’t Panic

The projection is up 7.5% from last year, and marks the largest annual jump in more than a decade, according to a new Fidelity study.

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
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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

Retirement Upside

Ex-EBSA Head Lisa Gomez on 401(k) Trends, Fidelity-Pontera Dispute

Photo via Collaborative Consulting Solutions

Substantial strides have been made in plan design and governance, but a big advice gap continues to stymie retirement savers.

5 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Klyaksun via iStock

Investing Strategies

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

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

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