Industry News

ETF Upside

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

Photo by Sundry Photography via iStock

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

2 min read

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ETF Upside

How Roundhill’s DRAM Became Fastest ETF to Net $6.5B in Assets

The product tracks companies focused on computer memory hardware and the massive artificial intelligence buildout.

2 min read
Photo via Citigroup

Advisor Upside

Citi to Hire 400 as Road to Recovery Continues

The goal is less about attracting new clients and more about catering to existing ones, according to Citi head of wealth Andy Sieg.

2 min read
Photo via Gado Images

ETF Upside

BlackRock’s New ETF Goes Long on Emerging Market Bonds. Not Everyone Agrees

The world’s largest asset manager launched an active fund, the iShares $ EM Bond Active Ucits ETF, in April.

2 min read

Advisor Upside

Inside the Anthropic, OpenAI Deals That Are Reshaping Wall Street

Photo via Vincent Isore/ZUMAPRESS/Newscom

The makers of Claude and ChatGPT announced deals with Goldman Sachs, Brookfield Asset Management and others this week.

2 min read

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

Advisor Upside

UBS, LPL Ramp Up Recruitment After Shedding Advisers in Early ’26

Both firms reported slight dips in their overall advisor headcounts for the first quarter.

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 by Ray Hennessy via Unsplash

Advisor Upside

SEC Grants Dual-Share-Class Approval to Two Dozen More Issuers

It’s going to be a while before ETF share classes of mutual funds are commonplace, but many asset managers now have regulatory approval.

2 min read

Advisor Upside

Inside the Citi, Advyzon Partnership to Deliver Unified Managed Accounts to Clients

Photo by Landon Martin via Unsplash

The collaboration reflects a broader trend of consolidating siloed investment processes into unified account frameworks.

2 min read

Advisor Upside

An Effective, Unpopular Way to Help Fix Social Security: $100K Cap

Photo by Veronique D via iStock

Limiting a couple’s benefit to $100,000 would plug up to a fifth of the solvency gap without affecting many current retirees.

2 min read

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