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

Third-Party 401(k) Access Tools Banned in Missouri

Photo by Dwayne Pounds via Unsplash

2 min read
Post-Acquisition, RIAs Better Ensure Compliance, SEC Hints

Photo by Radission US via Unsplash

2 min read
Dynasty CEO Shirl Penney: Focus on Being Unique in a Complex World

Photo via Damon Butler

3 min read

Artificial Intelligence

The Lone Star State of Data Centers After Historic Texas Midterms

Photo via Bob Daemmrich/ZUMAPRESS/Newscom

The state’s vast supply of habitable and usable land combined with abundant rural and suburban real estate made it ideal for new projects.

2 min read

CFO Upside

My Code’s CFO Puts a Price on Cultural Relevance

Photo via Ying Miao

Ying Miao is leading the multicultural media company’s finances as clients change how they approve campaigns and justify spending.

3 min read

Advisor Upside

Election Season May Feel Overwhelming, but It’s Often Business as Usual

Photo via WARNER BROTHERS

This season remains a period when advisors have to spend some time quelling client anxieties.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo via Spencer Jones/Plexi Images/GHI/UCG/Universal Images Group/Newscom

Franklin Templeton’s New ETFs Drip-Feed Investors Bitcoin
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State Street Rolls Out 401(k)-Friendly Share Class of SPYM
Photo by Nguyen Dang Hoang Nhu via Unsplash

SEC to Focus on Conflicts, Complex Products, Private Markets in 2027 Exams
Photo by Emmanuel Munoz via Unsplash

Tokenization Is Growing, But Still Not Grown Up

Artificial Intelligence

Oracle Raises Another $20 Billion in Debt and Equity

Photo via Vincent Isore/ZUMAPRESS/Newscom

The software-giant-turned-hyperscaler has said it would only raise an additional $20 billion in funding through 2030, less than expected.

2 min read

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