Deloitte

Advisor Upside

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

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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 Gage Skidmore via CC BY-SA 2.0

Economics

A Government Shutdown May Be Looming. What Does That Actually Mean?

Will a shutdown happen? Maybe not. But what if it does? What would a holiday season shutdown actually mean?

2 min read
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Advisor Upside

Big Tech Fizzles in Early 2025: Jeremy Siegel

The famed Wharton School economist points to sky high valuations and a possible sector rotation.

2 min read
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Advisor Upside

ETFs Are Breaking Inflow Records. Not So Much Overseas

US equity ETFS saw nearly $150 billion in inflows last month. Those tied to Europe, Japan, and emerging markets weren’t so lucky.

1 min read

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