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

What the SEC’s Scrapping of Biden-Era Proposals Means for Advisors

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

1 min read
Wells Fargo’s Hot on Energy, Financials. Not so Much on Consumers

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

2 min read
Millennial Women Are Investing More Money Earlier, Says Schwab

Photo by Anna Shvets via Pexels

2 min read

International Economics

US Flexes Golden Share in Nippon Merger With US Steel

Photo via Kyodonews/ZUMAPRESS/Newscom

The deal is the Trump administration’s attempt to stake out a new path for balancing national security and the influx of foreign capital.

2 min read

Photo by CardMapr.nl via Unsplash

Personal Finance

AmEx Platinum, Chase Sapphire Reserve Battle for Points in Upgrade Grudge Match

The two cards both have steep annual fees that put them in direct competition for a spot in consumers’ wallets.

1 min read
Photo via Cover Images/ZUMAPRESS/Newscom

Industrials

At Paris Air Show, eVTOL Industry Preps for Takeoff

For key US eVTOL players Joby Aviation and Archer Aviation, the Paris Air Show comes at a critical moment.

2 min read
Photo via Spencer Jones/Plexi Images/GHI/Universal Images Group/Newscom

Finance

BlackRock’s Virtual Investment Analyst ‘Asimov’ Ushers in AI Era on Wall Street

BlackRock rolled out an AI research platform called Asimov, escalating the intelligence and analysis arms race on Wall Street.

1 min read

CIO Upside

Hallucinations Create Complications When AI Goes to Court

Photo by Katrin Bolovtsova via Pexels

CIOs need to talk to their legal teams about AI “clarity, boundaries, and accountability,” one expert said.

2 min read

Banking

Europe Delays Stricter Banking Rules to Keep ‘Level Playing Field’ With US Rivals

Ursula von der Leyen, President of the European Commission. Photo via Abaca Press/Monasse Thierry/ANDBZ/Abaca/Sipa USA/Newscom

The new rules are part of the Basel III reforms that were introduced in 2017 and designed in response to the 2008 financial crisis.

2 min read

Photo via Aaron Schwartz/CNP/ Polaris/Newscom

Inflation & Prices

Just How Much Data Does the Fed Need to Cut Rates?

Despite new data this week showing inflation has cooled, Powell and the Federal Reserve are still expected to hold off on rate cuts.

2 min read
Photo via Connor Lin / The Daily Upside

ETF Upside

Vanguard Files for ETF Share Class Approval

The company on Wednesday joined the ranks of fund managers that have filed for exemptive relief to offer ETF share classes of mutual funds.

2 min read
Photo via Cfoto/ZUMAPRESS/Newscom

Consumer

Starbucks’ China Business May Need a Caffeine Jolt

In an interview with the Financial Times, Starbucks CEO Brian Niccol said the company is exploring a partial sale of its China business.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo by Cottonbro Studio via Pexels

Struggling to Navigate Thorny AI Contracts? Question Everything
Photo via U.S. Patent and Trademark Office

Oracle Patent Keeps Large Language Models From Spilling Secrets
Tom Zehren, CEO of Info-Tech. Photo via Info-Tech Research Group.

Does Agentic AI Have Staying Power?
Photo by Getty Images via Unsplash

Ransomware Groups Use AI to Level Up

CIO Upside

Nvidia Safety Patent Signals Physical AI Push

Photo via U.S. Patent and Trademark Office

The goal of Nvidia’s tech is to help give autonomous systems more reliable memory, hazard detection and depth perception.

1 min read

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