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

Merrill Lynch Becomes Latest Wall Street Firm to Launch AI Client Meeting Tool

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2 min read
Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs

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2 min read
Are Clients in Denial About Retirement Healthcare Costs?

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2 min read

Finance

Why American Express Doesn’t Fear an Agentic AI Shop-ocalypse

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Is it possible Citrini underestimated the dopamine rush Millennials get when they use credit card points to book a “free” flight to Bali?

2 min read

ETF Upside

Why the $100M AUM Survival Limit May No Longer Matter

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It’s becoming less expensive to manage ETFs, allowing more funds to remain on the market with lower AUM, according to analysts.

2 min read

Advisor Upside

AssetMark Becomes Latest Firm to Expand Tax Planning Tools

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The TAMP announced enhancements to its Adhesion platform.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Dimensional Launches First Active ETF Share Class
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Vanguard Finally Files for Junk Bond ETF Nearly Two Decades Later
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QQQ Gets an Equal Weight Buddy
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These ETFs Are Being Seeded with Tax-Free Exchanges

Semiconductors

Samsung Flexes Memory Muscle in Brawl with Heavyweight TSMC for Foundry Business

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Samsung’s foundry revenue recently fell 3.9% to $12.6 billion, and its market share dipped 2.2 percentage points to 7.2%.

2 min read

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