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

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

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

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2 min read
For Elderly Clients, Home Design Is the New Hot Ticket

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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

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
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Technology

Salesforce Earnings Highlight Critical Choices Facing Legacy Software Firms

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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Advisor Upside

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

2 min read
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Investing Strategies

What’s Driving Bitcoin’s Slump?

Institutions have traditionally been wary of the digital currency, but some are holding on to bitcoin ETFs.

2 min read

ETF Upside

Leverage Is Almost Everything for These ETF Issuers

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The massive category of ETFs is snowballing, as firms seek approval for more leveraged funds, including some focused on pre-IPO companies.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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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
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Vegan ETF Issuer Preps an International Flavor

Advisor Upside

April Introduces AI-Powered Tax Planning, Prep for Advisors

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The tools help wealth shops deliver tax services without building a practice from scratch.

2 min read

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