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

Goldman, BNY Pershing Break into the Client Referral Game

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2 min read
Money Market Funds Attracted $935B Last Year. Expect Half That in 2026

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2 min read
Younger Americans Enter Workplace Retirement Plans Earlier than Gen X, Boomers

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2 min read

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Healthcare

Asia Has Become ‘Epicenter’ of Prescription Drug Innovation: McKinsey

US firms are also staring down a multi-billion dollar patent cliff of their own, prompting a yearslong buying spree.

2 min read
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Industrials

Caterpillar Gets Physical With Construction Site AI

Caterpillar’s not alone in transforming worksites: Deere & Co. showed off new equipment at CES this week, too.

1 min read
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Real Estate

Trump Seeks to Lock Corporate America Out of Local Housing Markets

For prospective buyers, this could lead to not having to go up against, say, Blackstone, when you put in a bid for a home.

2 min read

ETF Upside

US Raid in Venezuela Compounds Uncertainty for ETF Investors

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ETF investors may seek asset classes they view as safer in a volatile era. One issuer filed for a Venezuela Exposure ETF.

2 min read

Indicators

US Manufacturing Activity Grinds to 14-Month Low

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US factory activity contracted for the tenth straight month in December, according to the latest Institute for Supply Management survey.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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ESG Hits Record $799B in ETF Assets Globally
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Why This ETF Can’t List on Major Exchanges
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The Year ETFs Couldn’t Stop Breaking Records
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Advisors’ Favorite ETFs of 2025

Advisor Upside

International Equities Performed Last Year. But What About 2026?

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1 min read

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Advisor Upside

Advisors Share New Year’s Resolutions for 2026

2 min read
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Artificial Intelligence

Bubble Fears Not Spoiling Billion-Dollar AI Buildout Plans in ’26 … Yet

With an estimated half a million workers needed to fill the construction industry’s labor shortages, AI investments this year may get stalled.

2 min read
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Cryptocurrency

Burned Bitcoin Investors Enter New Year with Less Swagger

Bitcoin, the No. 1 crypto by market cap, hasn’t recovered from a flash crash, chopping more than $1 trillion from the broader sector’s value.

2 min read

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