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

Anthropic Moves Deeper into Financial Services with Claude for Advisors

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2 min read
PEPs Are Popping Seven Years After Secure Act Passage

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2 min read
Millennials, Gen Z Most Likely to Jump at New Investment Trends

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2 min read

Artificial Intelligence

Will Doomsayers Derail Anthropic’s Mega IPO?

Photo via Vincent Isore/ZUMAPRESS/Newscom

Anthropic’s S-1 filing with the SEC is expected to be released publicly in the coming days or weeks, and it will likely face new scrutiny.

2 min read

ETF Upside

Rob Arnott’s Firm Has an Out-of-This-World New Name

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Research Affiliates, which recently sold its RAFI Indices business to TMX, just had a major brand overhaul.

2 min read

Retirement Upside

Unlike Robotaxis, Estate Planning Shouldn’t Be on Autopilot

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Help clients take the wheel — don’t wait for a crisis to discover an estate plan no longer matches reality.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo via Vincent Isore/ZUMAPRESS/Newscom

The Anthropic IPO is Almost Here. What Can Investors Learn from SpaceX?
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Should Spot Bitcoin Products Be Called ETFs? Some Say No
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Will Hourly Resets Seriously Spice Up Leveraged ETFs?
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Biotech Is Popping. No One Seems to Care.

Real Estate

US Home Sales Hit 14-Month Low as Borrowing Costs Bite

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The 30-year fixed mortgage rate has topped 7% for the first time since May 2025, prolonging a months-long trend eroding US home sales.

2 min read

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