Fidelity

Advisor Upside

Fidelity Hires New Head of 1,700-member Family Office Network

Photo by Hapabapa via iStock

Fidelity has hired an industry veteran to lead one of the world’s largest professional networks of family offices.

1 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

Inside Vanguard’s Latest Push Into Financial Advice

The $10 trillion asset manager is restructuring itself with an eye towards its wealth management business.

2 min read
Photo via TradePMR

Advisor Upside

TradePMR’s Robb Baldwin on Robinhood and the American Financial System

The future of American financial technology is being able to do transactions, trades, and payments in one spot, Baldwin said.

2 min read
Photo by UK Government via CC BY 2.0

Social Media

Elon Musk’s X Just Got More Valuable, Fidelity Says

Ignore the high-profile exodus of users to BlueSky and Meta’s Threads. Elon Musk’s X, née Twitter, might be doing just fine.

2 min read

Advisor Upside

Robinhood Targets Wealth Management with TradePMR Deal

Photo by PiggyBank via Unsplash

The free trading platform aims to connect its retail investors to services traditionally saved for wealthier investors.

2 min read

Advisor Upside

The Wealthtech That Quintupled Assets Year-Over-Year, Twice

Photo via Connor Lin / The Daily Upside

New funding and growth have launched the digital investment advisor Farther’s valuation to more than half a billion dollars.

2 min read

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