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Recent News

Gaps in Estate Planning Can Leave Crypto Assets Lost and Worthless

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1 min read
Clients Forced to Make Roth Catch-Up Contributions? Consider HSAs

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2 min read
Trump Meets with Farmers as Soaring Fuel, Fertilizer Prices Strain Food Supply Chain

Photo via Jerry Mennenga/ZUMAPRESS/Newscom

2 min read

JUST FOR FUN

Face off.

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 ©World Economic Forum/Faruk Pin / Avalon/Newscom

Blockchain

Need Collateral to Get a Mortgage? Check Your Crypto Wallet

Roughly 13% of Gen Z and millennials who recently bought a home sold crypto investments to do so, according to a Redfin survey.

2 min read
Photo via Tom Williams/CQ Roll Call/Newscom

Social Media

Lawsuit Losing Streak Adds Existential Angst to Meta’s Pivot

Shares of Meta plummeted roughly 8% on Thursday as investors digested the implications of the court losses.

2 min read

Photo by Jess Bailey via Unsplash

Retirement Upside

Early Gifts Can Kickstart Next-Gen Retirement Savings

Parents can give up to $38,000 each year to their kids without triggering taxes, as much as $7,500 of which could be put in a Roth IRA.

2 min read
Photo by Marten Bjork via Unsplash

Advisor Upside

Almost 11,200 Advisors Switched Firms Last Year

Advisor career choice is high, with many opting for regional firms to avoid the wirehouse system and opening their own practice.

2 min read

Photo by Hapabapa via iStock

Advisor Upside

Merrill Lynch Becomes Latest Wall Street Firm to Launch AI Client Meeting Tool

The wirehouse said the program helps save up to four hours per meeting, which could reshape how advisors allocate their time.

2 min read
Photo via Anthony Behar/Sipa USA/Newscom

Healthcare

Merck Preps for End of Keytruda Exclusivity with $6.7B Deal for Leukemia Treatment

The key patent protections on Keytruda, Merck’s immunotherapy treatment that outsold all other prescription drugs last year, ends in 2028.

1 min read

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