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Finance

SpaceX Draws Hordes of Investors, Some Unlikely or Unknowing

Photo via World Economic Forum / Avalon/Newscom

SpaceX is expected to set aside 20% of its shares for retail buyers who’ve placed bids for more than $100 billion worth of shares.

2 min read
Retirement Upside

LPL Lawsuit Raises Questions About Annuity Monitoring

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However the lawsuit shakes out, many retirement experts think advisors should be monitoring policies they’ve sold in the past.

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Artificial Intelligence

Will Wall Street Stomach Oracle’s Costly AI Transformation?

Photo via Scott Coleman/ZUMAPRESS/Newscom

Capital expenditures continue to balloon and the company plans to raise another $40 billion through debt and equity financing.

2 min read
Advisor Upside

ETF Issuers Are Running Their Own SpaceX Race Ahead of Blockbuster IPO

Photo by ün LIU via Unsplash

The demand for SpaceX investments is so big asset managers are working to get leveraged funds out the day of the IPO.

2 min read

Advisor Upside

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

The Social Security Trustees Report Looks Gloomy. Don’t Let Clients Panic

Photo by Getty Images via Unsplash

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When Mom and Dad Retire, and Kids Still Need Financial Help

Photo by Getty Images via Unsplash

2 min read
The White House, Again, Says the Iran War Will Soon End as the US Stakes a Bigger Claim in Global Energy Exports

Photo via Ruaridh Stewart/ZUMAPRESS/Newscom

2 min read

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