Riders of the Wave

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

Riders of the Wave

Sea lions surfing huge waves

near Santa Barbara Island, California filmed by Ryan Lawler of Pacific Offshore Expeditions

pic.twitter.com/qeMm9Ry5rm
— Science girl (@sciencegirl) January 9, 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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