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

Vestwell Raises $385M in Funding, Doubling Total Investments

(Photo by Towfiqu barbhuiya via Unsplash)

1 min read
Wealthtech Jump Raises $80M as AI Wealthtech Funding Surges

Photo via Jump

1 min read
These ETFs Would Bet on 2028 Presidential, Congressional Races

Photo via Getty Images

2 min read

Big Tech

Why Apple No Longer Trades Like a Tech Firm

Photo via Abaca Press/Lafargue Raphael/Abaca/Sipa USA/Newscom

As the rest of Big Tech embark on one of the greatest capex ventures in human history, Apple is practically spending pennies by comparison.

2 min read

Advisor Upside

Orion to Launch New Annuities Tools for Advisors

Photo by Jacob Wackerhausen via iStock

The wealthtech firm is integrating three comparison tools through annuities provider DPL Financial Partners.

2 min read

Advisor Upside

After Selloff, Wall Street Execs Double Down on AI

Photo by Getty Images via Unsplash

Industry stalwarts are rolling with the punches and continuing to embrace the future tech.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Getty Images via Unsplash

Fidelity Jumps into Growing CLO ETF Market
Photo by Zoshua Colah via Unsplash

Do ETFs Make RIA Firms More Valuable?
Photo by SpaceX via Unsplash

Inside Baron Capital’s SpaceX ETF Party
Photo by Markus Spiske via Unsplash

ETF Conversions from Mutual Funds Hit Record Highs

Energy

Deep Fission Wins Fresh Investor Backing for Nuclear Reactor Burial

Photo via Deep Fission, Inc.

Deep Fission wants to bury a small modular reactor a mile underground and scored $80 million in financing to help it get there.

1 min read

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