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Finance

Schwab Earnings Spotlight the Real Winners of Record Retail Investor Inflows

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Everyday investors closed 2025 with inflows that were nearly twice the five-year average, surpassing the previous record set in 2021 by 17%.

2 min read
Real Estate

Housing Market’s Blue Christmas: Pending Sales Slide Most Since 2001

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The downturn comes at an interesting time: There are now 47% more sellers than buyers on the market, according to RedFin.

2 min read
Advisor Upside

CFP Board Taps K. Dane Snowden as Next CEO

Photo via CFP Board

Snowden, who has been the firm’s COO since 2023, will replace longtime chief Kevin Keller.

1 min read
Artificial Intelligence

Bubble or Boom? Answer Depends on AI Adoption, Microsoft CEO Says

Photo via World Economic Forum / Avalon/Newscom

In PwC’s recent Global CEO Survey, just 12% of top bosses said AI has delivered both cost and revenue benefits for their organizations.

1 min read

Advisor Upside

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

Will Wall Street Stomach Oracle’s Costly AI Transformation?

Photo via Scott Coleman/ZUMAPRESS/Newscom

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

Photo by ün LIU via Unsplash

2 min read
Why Stocks Keep Shrugging Off Wars, and One Robert Kaplan Says They Can’t

Photo by Filip Andrejevic via Unsplash

2 min read

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