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

What’s Going on With Muni Bonds?

Photo by Mohamad Faizal Bin Ramli via iStock

4 min read
What the GENIUS Act Means for Stablecoins and Advisors

US Senator Bill Hagerty. Photo via Aaron Schwartz/Sipa USA/Newscom.

2 min read
Why UBS Is the Only Wirehouse to Allow Podcasting

Photo via Gina M Randazzo/ZUMAPRESS/Newscom

2 min read

Photo by The Bold Bureau via iStock

Economics

Is US Economic Data Getting Shakier?

Staffing shortages, shrinking funding and decades of declining survey responses are testing an agency responsible for vital US economic data.

4 min read
Photo via Dennis Van Tine/ZUMAPRESS/Newscom

Markets

Berkshire Slips Amid Concern Retiring CEO May Take “Buffett Premium” With Him

The ‘Warren Buffett premium’ at Berkshire Hathaway is melting faster than a forgotten Dilly Bar in the wake of its CEO’s retirement plans.

2 min read
Photo via IMAGO/Vincent Isore/IMAGO/IP3press/Newscom

Industries

Drones Steal the Paris Air Show

A record number of drones are on display at the world’s largest aerospace event in Paris this week, marking a major industry milestone.

1 min read

Artificial Intelligence

OpenAI Careens Toward Messy Divorce From Microsoft

Photo via Blondet Eliot/ZUMAPRESS/Newscom

Relations between Microsoft and its financially and technologically intertwined partner OpenAI are on the rocks.

2 min read

Energy

Oil Prices Spike as Israel-Iran Conflict Threatens Production, Shipping

Photo via James Thew/Newscom

With no immediate end in sight, analysts are weighing multiple possibilities that could affect prices down the line.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo by AndreyPopov via iStock

Finance Departments Struggle to Balance AI Adoption Risks With Rewards
Photo via Petr Sznapka/ZUMA Press/Newscom

Why is the Quantum Race Moving Faster?
Photo via U.S. Patent and Trademark Office

IBM Patent Seeks to Help AI Models ‘Unlearn’
Photo via U.S. Patent and Trademark Office

Oracle Patent Keeps Large Language Models From Spilling Secrets

Advisor Upside

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.

The agency unveiled a series of senior-level appointments while also nixing 14 rules proposed during Gary Gensler’s time in charge.

1 min read

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

Advisor Upside

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

The bank outlined where it intends to allocate investments over the next year and a half during a midyear outlook event.

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
Photo by Anna Shvets via Pexels

Advisor Upside

Millennial Women Are Investing More Money Earlier, Says Schwab

Schwab’s Women Investors Survey showed Millennials invested the most — and were the most likely to enjoy it.

2 min read

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