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Behind the CFP Board’s CE Requirement Increase

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Forget Client Referrals. How Advisors Are Building a ‘Circle of Influence’ Instead

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Morgan Stanley Begins Coverage Of Bitcoin Miners As Wider Infrastructure Plays

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JUST FOR FUN

Charlotte’s web.

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Healthcare

Novo Nordisk Launches Suit to Knock Out Hims & Hers’ Weight Loss Knockoffs

Novo’s Copenhagen-listed shares rose 5.2% on Monday. New York-listed shares in Hims & Hers, meanwhile, shed an Ozempic-like 16% in volume.

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Consumer

Can An Ex-Walmart Exec Help Rescue Kroger?

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Advisor Upside

Bitcoin, Solana, Ethereum. How to Explain Cryptocurrencies to Clients

Digital currencies have different purposes both in the real world and portfolios.

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ETF Upside

BlackRock’s ‘Unusual’ Acquisition of CornerCap’s ETF

A relatively new iShares ETF is set to absorb a $200 million fund later this month.

2 min read

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