Fidelity

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

Photo by Sundry Photography via iStock

ETF Upside

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

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

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
Photo by Getty Images via Unsplash

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

Finance

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

Photo via Billy Tompkins/ZUMAPRESS/Newscom

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

Finance

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

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

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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