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Recent News

What Advisors Expect from the New Federal Reserve Chair

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2 min read
Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration

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

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2 min read

JUST FOR FUN

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Luck or mastering the laws of physics?

Golfer Jon Rahm Rodriguez produced a superb shot that skimmed off the water before slowly rolling its way into the hole.pic.twitter.com/8FPOT6RrTn
— Massimo (@Rainmaker1973) December 31, 2024

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Industrials

Space Companies Rocket Upward on SpaceX IPO Hype

2 min read
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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

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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
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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
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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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