Fidelity

ETF Upside

Fidelity Joins Mad Dash into ETF Share Classes

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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
Photo via Altruist

Advisor Upside

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

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

2 min read

ETF Upside

Fidelity to Tack Service Fees on 100 More ETFs. Boutique Issuers May Be Hit Hardest

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As ETFs’ popularity boom, platforms are looking for ways to monetize that growth.

2 min read

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ETF Upside

Got Cash? Short-Term Bond ETFs Can Fix That

Yields on short-duration bond funds are outperforming money markets. Investors are taking note.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Inside Cetera’s New $19B Employee-Advisor RIA

The new advisory practice, dubbed Cetera Planning Partners, combines Avantax Planning Partners and the Retirement Planning Group to expand services.

1 min read
Photo via Collaborative Consulting Solutions

Retirement Upside

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

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

5 min read

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

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

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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

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