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ETF Upside

American Century’s Avantis Crosses $100B AUM

Avantis Investors reached the asset milestone during a big year of growth and a legal proceeding over naming rights.

2 min read
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Advisor Upside

Why Schwab Raised Asset Minimums on ‘Fly Paper’ Referral Program

The brokerage doubled the minimum AUM requirement in its Schwab Advisor Network to $500 million recently.

1 min read
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M&A

‘Vortex of Volatility’ Kept 2025 Dealmaking From Breaking Records

Standout deals included Union Pacific’s $88 billion purchase of Norfolk Southern and the $56.6 billion deal to take Electronic Arts private.

2 min read
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Advisor Upside

The Santa Claus Rally’s Here. Why Advisors Are Channeling Their Inner Scrooge

Some 42% of advisors now expect a less healthy economy in 2026, the highest reading all year, according to a recent survey.

1 min read
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ETF Upside

Here Are the Top ETFs Holding Oracle after Its Nosedive

There are 11 ETFs with over 5% of assets allocated to the stock. But most assets are held in gigantic funds with small exposures.

2 min read
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Artificial Intelligence

Vibe Coding Startup Lovable’s Valuation Triples to $6.6 Billion

After launching in November 2024, the company had reached $100 million in annual recurring revenue in just eight months.

1 min read

ETF Upside

SEC to Open Floodgates for Dual Share Classes

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The agency granted approval to dozens of providers last week but reserved the right to bring future hearings.

2 min read

Patent Drop

Glimpse into the future of technology.

Photo via U.S. Patent and Trademark Office

Google Patent Highlights AI and Quantum’s Symbiotic Relationship
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The Time and Place for AI Code Generators
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Into the Future: The Patent Drop Highlight Reel
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Amazon Tries to Help Alexa Get Personal

Advisor Upside

Advisors Target Diversification in 2026 Strategies as Mag 7 Risk Rises

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Reducing exposure to top tech stocks such as Alphabet, Nvidia and Tesla and keeping an eye on valuations are among advisors’ top priorities.

4 min read

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Finance

Women Will Soon Control More Money Than Ever. Is Wall Street Ready?

Women are the big winners in the great wealth transfer, and the status quo isn’t what they want from wealth managers.

4 min read
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Consumer

Cannabusiness Prospects Light Up as White House Reclassifies Marijuana

President Trump’s executive order changing the classification of marijuana could lower taxes for some businesses and prompt new research.

2 min read
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Consumer

Elliott Takes $1 Billion Stake in Lululemon, Swaying CEO Search

Activist fund Elliott Management has built up a $1 billion stake in once-swaggering Lululemon and is working to influence its CEO search.

2 min read

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