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

ETFs Designed to Battle Rising Healthcare Costs Get Spot in HSAs

(Photo by Impuls Q on Unsplash)

2 min read
Marsh to Acquire $220B Advisory and Consultant Wilshire

Photo by Markus Spiske via Unsplash

2 min read
What’s Behind the Drop in SEC Enforcement

Photo by Katrin Bolovtsova via Pexels

2 min read

Artificial Intelligence

Anthropic’s IPO Is Both Boom and Bust for Big Tech

Photo via Graeme Sloan/Sipa USA/Newscom

Google and Amazon stand as Anthropic’s two largest outside shareholders, collectively owning about a quarter of shares.

2 min read

CFO Upside

How Sysdig’s CFO Found Strength in Vulnerability

Photo via Karen Walker

Talking about her mother’s ALS helped Karen Walker find a community and gave her colleagues a way to talk about personal challenges, too.

3 min read

ETF Upside

Single-Stock ETF Inflows Slow as Investors Swipe Left on Option Overlay Funds

Photo by Dmytro Bukhantsov via Unsplash

About $11 billion has gone into single-stock funds so far this year, less than half the $23 billion they attracted in 2025.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Matt Paul Catalano via Unsplash

Midterm Results Trigger Record Nasdaq Sell-off, Rattling Chip and AI Funds
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Defiance Goes Mad ‘Maxx’ on Single-Stock ETFs
Photo by Colin Watts via Unsplash

Dividend ETFs Attract Strong Flows as Investors Diversify
Photo via Spencer Jones/Plexi Images/GHI/UCG/Universal Images Group/Newscom

Franklin Templeton’s New ETFs Drip-Feed Investors Bitcoin

Advisor Upside

In a Rising Sea of ETFs, What Do Advisors Actually Want?

Photo by Victoriano Izquierdo via Unsplash

Many of the new products are aimed at day traders, yet 69% of issuers point to advisor demand as a motivator to launch or close funds.

2 min read

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