Deloitte

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

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Advisor Upside

Rich Families’ Wealth to Grow to $9.5 Trillion by 2030

Wealthy families with their own family offices will be nearly 200% richer by the end of the decade, according to a Deloitte report.

1 min read

Photo by Anthony Quintano via CC BY 2.0

OP-ED | ETF Upside

Allan Roth: Lessons from a Surprising 2024

The popular author and financial advisor weighs in on major market trends of last year, and takes a (speculative) peek ahead.

4 min read
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Advisor Upside

Less Than Half of RIAs Have Successions Plans

Many advisors simply don’t have the expertise needed to prepare a firm for the next generation of leadership.

1 min read
Photo by Tim Mossholder via Pexels

Consumer

Florida Oranges are Doing So Badly a Tropicana Supplier is Ditching its Citrus Business

Alico, a major supplier to Tropicana, announced Monday that it is sunsetting its citrus business in the Sunshine State.

1 min read

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