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Financial advisor news, market insights, and practice management essentials.

Why the SEC Dropped Its Cash Sweep Investigation into LPL

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2 min read
Advisers Weigh Gold’s Value After Volatility Tarnishes Record Run-up

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4 min read
The Age of 401(k) Cross-Selling Has Arrived

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2 min read

Artificial Intelligence

OpenAI Wins Pentagon Work as Altman Tries to Square Circular Deals after Raising $110B

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Backing from Nvidia and Amazon made it the latest circular deal, in which money-losing AI startups are being financed by their own customers.

2 min read

ETF Upside

Wedbush Expands IVES Franchise With New Autocallable ETF

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The companion fund to the Dan Ives Wedbush AI Revolution ETF is focused on income and adds to the nascent autocallable category.

2 min read

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Industrials

Boeing Regains Its Swagger in Heated Rivalry with Airbus

Beleagured Boeing won more plane orders in 2025 than rival Airbus for the first time in seven years but faces an uphill battle in deliveries.

5 min read
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Advisor Upside

Why Jeffrey Levine Doesn’t Buy Cat Food, or the Bonus Depreciation Hype

The chief planning officer at Focus Partners Wealth said the accelerated depreciation methods are useful, but they’re not magic.

2 min read
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Consumer

JM Smucker Serves Up Underbaked Sales as Hostess’s Little Treats Go Stale

Smucker is under pressure to sweeten its sales from activist Elliott Investment Management, now one of the company’s biggest stakeholders.

2 min read
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Finance

Dollars at Dawn? Victory Capital Duels With Peltz’s Trian for Janus Henderson

A bidding war for Janus Henderson is no surprise as many asset management firms pursue consolidation in a bid to buttress against outflows.

2 min read
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Energy

Power-Hungry AI Data Centers Electrify Utilities’ Capital Spending

2 min read
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Advisor Upside

For Elderly Clients, Home Design Is the New Hot Ticket

A graying population aging at home requires investments in senior-friendly designs and financial advisors can help.

2 min read

Advisor Upside

Anthropic Bets Big on Wealth Management with New AI Tools

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2 min read

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Advisor Upside

Ritholtz Wealth Files for First ETF

The 351 exchange fund would maintain equity exposure during sustained market uptrends and become defensive during downtrends.

1 min read
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Semiconductors

Who Will End Up Paying for Nvidia’s Boom?

Nvidia’s performance underlines the key questions facing seemingly the entire stock market right now, both inside and outside the AI trade.

2 min read
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Real Estate

US Housing Market Doesn’t Have Much ‘Tailwind’: Lowe’s CEO

The value of single-family US homes increased at the slowest rate in 14 years in December, according to the S&P Cotality Case-Shiller Index.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Leverage Is Almost Everything for These ETF Issuers
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SEC Lightens Up on Enforcement
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SEC Pushes Back Fund Reporting Requirements
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BlackRock Doubles Down on Ethereum With Latest Staked ETF Filing

Technology

Salesforce Earnings Highlight Critical Choices Facing Legacy Software Firms

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Salesforce has tapped Anthropic’s Claude to boost Agentforce, its AI tool that surpassed $800 million in sales in the fourth quarter.

2 min read

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