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

Fidelity’s New Custody Minimum Could Impact 1,150 RIAs

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2 min read
‘It’s Not You. It’s Your Tech,’ Advisors Tell Affiliates

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2 min read
Collectibles in ETFs May Not Be as Crazy As It Sounds

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2 min read

Inflation & Prices

Consumer Sentiment in the Spotlight as Michigan Survey Set for Release

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Consumer pessimism is in the spotlight as a the key University of Michigan survey releases today, but Costco earnings paint a rosier picture.

2 min read

Retirement Upside

Supreme Court May Decide the Future of 401(k) Investment Benchmarks

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Plaintiffs in some jurisdictions could soon face a more demanding pleading standard for fiduciary imprudence claims.

2 min read

Banking

New York State Comptroller Says Wall Street Profits Could Top $90 Billion by the End of the Year

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While nearly all revenue lines increased, underwriting activities, account supervision and commissions were particularly strong.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Why Buffer ETFs Persist in a Sea of Single-Stock Funds
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Now Boarding: Single-Country ETFs
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Why the Treasury Is Cracking Down on 351 Conversion ETFs
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With Hester Peirce’s SEC Exit, Crypto Industry Loses an Ally

CIO Upside

Investors Move Out of Mortgage-Backed Funds Amid Rate Volatility

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Mortgage-backed ETFs recorded $2.4 billion in September outflows, the most since 2020.

2 min read

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