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Private Equity

Blackstone’s AI Bet Fuels Blowout Growth While Rivals Grapple With “Zombie Funds”

Photo via Richard B. Levine/Newscom

Blackstone’s secret? Selling the one thing that’s hot: infrastructure for the vast artificial intelligence boom.

2 min read
ETF Upside

Think Twice Before Asking AI About Clients’ Estate Planning

Photo by Goh Rhy Yan via Unsplash

If you wouldn’t share client data with a stranger or a hostile attorney, don’t upload it into generic AI chatbot tools.

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Advisor Upside

Schwab Earnings Boosted by Latest Tax-Focused Strategy

Photo by Djkeddie via CC BY-SA 4.0

Executives said the firm’s 21% year-over-year revenue growth in the second quarter was partly due to RIAs’ continued interest in long-short strategies.

1 min read
Advisor Upside

Treasury Officials Call New Tax Alpha ETFs ‘Too Good to Be True’

Photo by Ken Lund via CC BY-SA 2.0

Officials singled out 351 conversions and other strategies at an industry event this week, per a Bloomberg report.

2 min read

Advisor Upside

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

Even Wealthy Retirement Savers Are Losing the Battle Against Everyday Bills

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Clients Make Assumptions About Retirement. They’re Often Wrong

Photo by Getty Images via Unsplash

2 min read
Saudi Nuclear Deal Confusion Threatens Billions in Potential US Manufacturing Sales

Photo via Daniel Torok/White House/Newscom

1 min read

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