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Recent News

ChatGPT Can Now Give Advice By Linking to Clients’ Bank Accounts. Can They Trust It?

Photo via Ahmed Fesal Bayaa/ZUMAPRESS/Newscom

2 min read
Digital Custodian Altruist Takes On Schwab, Fidelity With New RIA Model

Photo via Altruist

2 min read
SpaceX Rocket Test Sets Stage for Record IPO

Photo via Scott Schilke/Sipa USA/Newscom

1 min read

JUST FOR FUN

Gym Bot

The Robotics team from Wissahickon High School in Ambler, Pennsylvania, built the robot Miss Daisy XXIV that picks up balls and shoots them into a container.pic.twitter.com/cvxjFiFm0Y
— Massimo (@Rainmaker1973) March 19, 2026

Photo via Kendall Warner/TNS/Newscom

Energy

NextEra Energy Predicts Dominion Takeover Will Reduce Customers’ Power Bills

The smaller company in the deal, Dominion Energy, powers the world’s data center capital in northern Virginia.

2 min read
Photo via Michele Eve Sandberg/Sipa USA/Newscom

Consumer

Retail Earnings Likely to Spotlight Inflation’s Bruising Grip on Low-Income Consumers

The reading on the University of Michigan’s consumer sentiment survey has recently plummeted to near all-time lows.

2 min read

Photo by Jacob Wackerhausen via Unsplash

Advisor Upside

How to Help Clients After the $124T Great Wealth Transfer

An advisor’s role doesn’t end after an inheritance.

2 min read
Photo by Gaelle Marcel via Unsplash

ETF Upside

Inflation Is Heating Up. So Are These TIPS Funds

2 min read

Photo by Getty Images via Unsplash

ETF Upside

DRAM’s Success Leaves Investors Looking for the Next Bottleneck Trade

1 min read
Photo via Hugo Amaral/ZUMAPRESS/Newscom

Banking

Revolut Develops Private Bank as More Euro Firms Pursue Wealth Management

European banks are navigating a tricky landscape due in part to strict capital rules that they say make it tough to compete with Wall Street.

1 min read

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