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

The Great Wealth Transfer May Become the Great Alts Boom

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2 min read
Alts Are Coming To a Retirement Plan Near You. What’s Next?

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2 min read
Advisors Look for Opportunity in Private Credit as Redemptions Continue

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2 min read

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Retirement Upside

Trump Accounts Hit 7M Enrollees, Raising New Questions for Advisors

Wealth managers agree that a free $1,000 is a good thing, but it may come with trade-offs.

2 min read
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Artificial Intelligence

Robotic Riposte: Beijing Threatens Retaliation for US Ban on Imported Androids

China dominates humanoid robotics, with Interact Analysis finding Chinese companies make up 90% of global android shipments.

1 min read
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Retirement Upside

Bipartisan Proposal Would Lift Social Security Tax Wage Cap

Policy experts say removing the Social Security tax wage cap could eliminate more than half of the program’s forecasted financial shortfall.

2 min read

Big Tech

Booming AWS Revenue Shields Amazon From Meta-Sized Backlash

Photo via Abaca Press/Jumeau Alexis/Abaca/Sipa USA/Newscom

CEO Andy Jassy hiked the company’s capex guidance about 10% to $220 billion, but investors loved a booming AWS business.

2 min read

Advisor Upside

Clients Could Spend $185,500 on Healthcare in Retirement. Don’t Panic

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The projection is up 7.5% from last year, and marks the largest annual jump in more than a decade, according to a new Fidelity study.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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After Outflows, Advisors Could Fuel Bitcoin’s Next Move
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AI ETFs Have Now Become a $65 Billion Market
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SpaceX Is Landing Inside ETFs. Some Might Surprise You
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Why Defense Spending Plays Extend Beyond Defense ETFs

Autos

Ford Weathers Electric Shock, Boosting Forecast Amid Defense Contracts, Energy Initiatives

Photo via imageBROKER/Jim West/Newscom

The company said it expects to make $11 billion before interest and taxes in 2026, up from its prior forecast for $8.5 to $10.5 billion.

2 min read

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