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

Anthropic Bets Big on Wealth Management with New AI Tools

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2 min read
Ritholtz Wealth Files for First ETF

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1 min read
Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients

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2 min read

Technology

Salesforce Earnings Highlight Critical Choices Facing Legacy Software Firms

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Salesforce has tapped Anthropic’s Claude to boost Agentforce, its AI tool that surpassed $800 million in sales in the fourth quarter.

2 min read

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Semiconductors

Who Will End Up Paying for Nvidia’s Boom?

Nvidia’s performance underlines the key questions facing seemingly the entire stock market right now, both inside and outside the AI trade.

2 min read
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Real Estate

US Housing Market Doesn’t Have Much ‘Tailwind’: Lowe’s CEO

The value of single-family US homes increased at the slowest rate in 14 years in December, according to the S&P Cotality Case-Shiller Index.

2 min read
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Investing Strategies

What’s Driving Bitcoin’s Slump?

Institutions have traditionally been wary of the digital currency, but some are holding on to bitcoin ETFs.

2 min read

ETF Upside

Leverage Is Almost Everything for These ETF Issuers

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The massive category of ETFs is snowballing, as firms seek approval for more leveraged funds, including some focused on pre-IPO companies.

2 min read

Advisor Upside

After Supreme Court Ruling, Advisors Reassess Tariff Risk

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The implications of tariffs may be felt in financial plans for years to come.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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SEC Pushes Back Fund Reporting Requirements
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BlackRock Doubles Down on Ethereum With Latest Staked ETF Filing
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Vegan ETF Issuer Preps an International Flavor
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‘Clean’ Company Index Trounced Peers Over Past Decade

Advisor Upside

Altruist CEO Jason Wenk Talks AI After ‘Unusual’ Wall Street Selloff

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The firm’s new artificial intelligence-powered tax agent writes unique code for each individual client.

5 min read

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