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Recent News

What Advisors Expect from the New Federal Reserve Chair

Photo via Tom Williams/CQ Roll Call/Newscom

2 min read
Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration

Photo by Getty Images via Unsplash

2 min read
Large Universal Music Investor Disses Offer from Ackman’s Pershing

Photo via Lev Radin/ZUMAPRESS/Newscom

2 min read

JUST FOR FUN

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Beluga whales love to play, scare, joke and generally interact with humans.

This clip is the perfect example.pic.twitter.com/YZwf3LsGTX
— Massimo (@Rainmaker1973) February 10, 2025

Photo via Michael Cain Jr./Sipa USA/Newscom

Industrials

Space Companies Rocket Upward on SpaceX IPO Hype

2 min read
Photo via Andrew Schwartz/SIPA/Newscom

Technology

Salesforce Delivers a SaaSpocalypse Reality Check

Salesforce points to record revenue of $11.1 billion and its own embrace of artificial intelligence to dispel SaaSpocalypse worries.

2 min read

Photo by Getty Images via Unsplash

Advisor Upside

Estate Plan Disputes Are Painful. They Don’t Have to Be Disastrous

Multiple beneficiaries, layered asset structures and significant financial stakes make high-value estate plans susceptible to court challenges.

2 min read
Photo by JHVEPhoto via iStock

ETF Upside

Fee Wars Are Changing Which ETFs Go to Market. Here’s How

When smaller issuers can’t compete with the major index providers, where do they go?

2 min read

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ETF Upside

How Institutional Investors Are Reshaping the ETF Industry

The sovereign wealth fund investing in PRIV isn’t the only institution tipping the scales.

2 min read
Photo via Ferarri

Electric Vehicles

‘Prancing’ Horsefeathers: Ferrari Investors, Fans Diss $640K EV

The automaker outsourced Luce’s design to LoveFrom, the San Francisco-based agency led by former Apple chief design officer Jony Ive.

1 min read

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