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

Robinhood, TradePMR Join Growing Referral Space

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1 min read
Why FINRA Might Overhaul Its Arbitration System

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2 min read
AI Will Eliminate Wealth Management Jobs. That May Be a Good Thing

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3 min read

Energy

Blockaded Gulf Oil Stockpiles Turbocharge Crude Prices

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Oil production in the Middle East may fall dramatically if the Iran conflict traps stockpiles from being shipped out of the region.

2 min read

ETF Upside

Why This SpaceX-Focused ETF Is Pushing the SEC’s Limits

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XOVR has three times more assets in the aerospace tech company than what the SEC typically allows.

2 min read

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Energy

Energy Market Disruption From Iran Conflict Flows into Gas Pumps

Oil prices are surging as Iran’s counterattacks on the US and Israel curbed shipments through the Strait of Hormuz.

2 min read
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Consumer

Wall Street Buys into Target’s Turnaround Plan

Shares in stagnant retailer Target surged as executives pitched investors on a turnaround plan that includes $5 billion in capital spending.

2 min read
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Technology

Apple’s Product Revamp Shows Fruit of AI Comeback Strategy

Apple, which has trailed tech rivals like Meta, Amazon and Alphabet in AI, is trying for a comeback with its latest product revamp.

2 min read
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ETF Upside

Why State Street’s PRIV Quintupled in Assets in a Single Day

PRIV was a standout performer in 2025. Investors may have taken note.

1 min read
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Advisor Upside

Why Advisors Can’t Ignore the Balance Sheet

We obsess over picking the right stocks, but routinely ignore the broader economic reality.

3 min read
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Industries

Users Ghost ChatGPT for Claude as OpenAI Strikes Deal with Pentagon

ChatGPT users are ghosting the OpenAI chatbot and sliding into the DM’s of Anthropic’s Claude after CEO Sam Altman’s Pentagon deal.

2 min read

Advisor Upside

Texas Stock Exchange Gores NYSE, Nasdaq with New Ad Campaign

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2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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BlackRock Ramps Up Risk in Its Target-Date Funds
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Dozens of Issuers Win Dual Share Class Approval. Rolling Them Out Won’t Be as Easy
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Wedbush Expands IVES Franchise With New Autocallable ETF
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Leverage Is Almost Everything for These ETF Issuers

Advisor Upside

Private Investments Are Coming for 401(k)s. There’s a Big Illiquidity Problem

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To work in 401(k) plans, some private equity investments would need far more readily available cash than investors might assume.

2 min read

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