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Banking

Evercore’s Purchase of Robey Warshaw May Birth Trans-Atlantic M&A Titan

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The deal will help bolster Evercore’s presence in Europe, where it placed 13th by deal volume in PwC’s advisory rankings last year.

2 min read
M&A

Palo Alto Networks Broadens Cybersecurity Consolidation With $25B Deal

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With CyberArk, Palo Alto enters into the “identity security” market, now at an “inflection point” due to the rise of agentic AI.

2 min read
Advisor Upside

Women Advisors Now Make Up 24% of Workforce. There’s a Long Way to Go

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The industry is far from parity, but progress has been made over the past decade.

2 min read
Advisor Upside

Art Might Be Beautiful, but Where Does it Fit in Portfolios?

Photo by Dannie Jing via Unsplash

Just like sports memorabilia and Pokémon cards, art is a risky venture that most clients probably shouldn’t touch.

1 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

IBM Patent Leverages AI to Fix AI

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1 min read
Double Whammy: When Insecure Code Meets Burned-Out Cybersecurity Teams

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2 min read
Demand for Cloud, Data and Cybersecurity Skills Outranks AI

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2 min read

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