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

Everyone’s Feeling Less Optimistic About the Economy

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

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2 min read
Mind the Gap: Clients Want More Tax Planning Than Advisors Offer

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Semiconductors

Jensen Huang’s Affair Renews Debate on Chips Export Controls

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Congress is mulling three different export control measures to include in the annual defense authorization bill for fiscal year 2027.

2 min read

Big Tech

Amazon’s Ring Unleashes Flying Drone and Rolling Robot Into Consumer Security Market

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Best known for its camera and motion sensor-equipped smart doorbells, Ring was acquired by Amazon for $1.1 billion in 2018.

2 min read

Private Equity

KKR Outdoes Berkshire With Its Berkshire Impression

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KKR delivered a earnings beat in thanks in large part to the success of its self-styled “mini-Berkshire” strategic holdings segment.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Defiance Goes Mad ‘Maxx’ on Single-Stock ETFs
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Dividend ETFs Attract Strong Flows as Investors Diversify
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Franklin Templeton’s New ETFs Drip-Feed Investors Bitcoin
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State Street Rolls Out 401(k)-Friendly Share Class of SPYM

Real Estate

Zillow-Scrolling Takes a Hit as Millennials Wait Out Mortgage Rates

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The median age of first-time homebuyers has been sitting at a record high of 40 years old for the last two years.

2 min read

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