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

Fidelity AUM Nears $8T Riding ‘Perfect Storm’ of Retail Investors

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1 min read
Client Withdrawals Can Outpace Organic Growth if RIAs Aren’t Careful Enough

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2 min read
LPL Wants AI to Read Financial Plans so Clients Don’t Have To

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2 min read

Hedge Funds

Citadel’s Flagship Fund Delivers Standout Gains After Buying Situational’s Distressed Book

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Snapping up most of Situational Awareness’s public equities portfolio proved a near-immediate coup for Citadel, whose flagship fund rose 5.9%.

2 min read

ETF Upside

Get Ready for More SpaceX in ETF Orbits

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Following the company’s earnings call yesterday, a stock lockup expiring tomorrow could flood the market with more shares.

2 min read

Energy

Zach Dell (Yes, That Dell) Charges Up a $13 Billion Backyard Battery Startup

Photo via Base Power

Base has installed more than 23,000 batteries and just debuted a new battery that can store more than a day’s worth of energy.

1 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Why Highly Leveraged ETFs Are Still in Limbo at SEC
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Green Funds Go From Red to Black
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How Corgi Funds Plans to Chase Down Wall Street’s Top Dogs
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After Wild Ride, ETF Investors Pump the Brakes on Energy Funds

Media & Entertainment

Paramount Risks Costly Penalties as Lawsuit Stalls WBD Merger

Photo via Ron Adar/ZUMAPRESS/Newscom

If the deal is not complete by June 4, 2027, Paramount could have to pay Warner Bros. Discovery a $7 billion termination fee.

2 min read

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