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

Women Advisors Now Make Up 24% of Workforce. There’s a Long Way to Go

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2 min read
Art Might Be Beautiful, but Where Does it Fit in Portfolios?

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1 min read
How Advisors Can Keep More Clients When Changing Firms

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2 min read

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M&A

Palo Alto Networks Broadens Cybersecurity Consolidation With $25B Deal

With CyberArk, Palo Alto enters into the “identity security” market, now at an “inflection point” due to the rise of agentic AI.

2 min read
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Banking

Evercore’s Purchase of Robey Warshaw May Birth Trans-Atlantic M&A Titan

The deal will help bolster Evercore’s presence in Europe, where it placed 13th by deal volume in PwC’s advisory rankings last year.

2 min read
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Economics

Bottom Line Undercuts Hot Quarter for Top-Line US GDP

Economists anticipated a 2.5% rate, so the better-than-expected top line figure was obviously cause for celebration, right?

2 min read

CIO Upside

IBM Patent Leverages AI to Fix AI

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Throwing AI at problems might not always be the answer.

1 min read

ETF Upside

Why Goldman Sachs Jumped Back into Lead Market Making

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Wall Street giant Goldman Sachs has emerged as the lead market maker of the $34 million Capital Group US Large Growth ETF.

1 min read

CIO Upside

Empowering CIOs to drive innovation.

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Double Whammy: When Insecure Code Meets Burned-Out Cybersecurity Teams
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Demand for Cloud, Data and Cybersecurity Skills Outranks AI
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Google Patent Straightens Out AI Training Data
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White House Deregulation of AI Creates Fresh Pitfalls for Businesses

Advisor Upside

Maintaining Client Relationships During Off-Hours

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The growing expectation that clients should be able to get in touch with their advisors at a moment’s notice can disrupt vacations.

2 min read

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Consumer

Is Nike Pulling Off Its Comeback Plan?

In its fiscal year 2025 earnings call, the company said it projects new tariffs will saddle it with $1 billion in additional costs this year.

2 min read
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International Economics

Trump’s ‘Biggest Deal Ever’ With EU Prompts Yawn From Wall Street

The deal sets 15% baseline tariffs on EU goods and commits the bloc to buy billions of dollars worth of US energy and defense products.

2 min read
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Policy & Power

Defense Earnings Highlight Peril, Payoff of Contracting

A slew of quarterly reports last week showed, even with analysts flashing buy recommendations, the defense sector is a sensitive one.

2 min read

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