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Lawsuit Losing Streak Adds Existential Angst to Meta’s Pivot

Photo via Tom Williams/CQ Roll Call/Newscom

Shares of Meta plummeted roughly 8% on Thursday as investors digested the implications of the court losses.

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Retirement Upside

Early Gifts Can Kickstart Next-Gen Retirement Savings

Photo by Jess Bailey via Unsplash

Parents can give up to $38,000 each year to their kids without triggering taxes, as much as $7,500 of which could be put in a Roth IRA.

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Advisor Upside

Almost 11,200 Advisors Switched Firms Last Year

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Advisor career choice is high, with many opting for regional firms to avoid the wirehouse system and opening their own practice.

2 min read
Advisor Upside

Merrill Lynch Becomes Latest Wall Street Firm to Launch AI Client Meeting Tool

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The wirehouse said the program helps save up to four hours per meeting, which could reshape how advisors allocate their time.

2 min read

Advisor Upside

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

Investors Shy Away from Sustainable ETFs. Energy Demands May Change That

Photo by Tyler Casey via Unsplash

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What’s Next in Bitcoin ETFs? Volatility Funds

Photo by Maxim Hopman via Unsplash

2 min read
Rivian’s E-Bike Spinoff Scores Billion-Dollar Valuation

Photo via ALSO.

1 min read

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