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AI Bots Passed the CFA Level III Exam. An Estate-Planning Test Was a Different Story

Photo by Nguyen Dang Hoang Nhu via Unsplash

Performance gaps underscore the critical need for continued human oversight in financial decision-making.

2 min read
Energy

What’s the Meme-ing of Plug Power’s Winning Streak?

Photo via Plug Power

Shares of Plug Power, a hydrogen tech provider, have exploded in the past week, climbing roughly 50% through the past five trading sessions.

1 min read
Industrials

Boeing Sees Clearing Skies Ahead as Jetliner Sales Soar

Photo via Boeing

In fact, Boeing’s been soaring through somewhat smoother skies ever since the calendar turned over to 2025.

1 min read
Economics

Is Powell Snubbing Interest in 2nd Fed Rate Cut?

Photo by Federal Reserve Board via Public Domain Mark 1.0

In a speech in Rhode Island, Jerome Powell reminded Wall Street and the world that The Fed remains in a “challenging situation.”

2 min read

Advisor Upside

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

For Elderly Clients, Home Design Is the New Hot Ticket

Photo via Eduardo Barraza/ZUMAPRESS/Newscom

2 min read
Anthropic Bets Big on Wealth Management with New AI Tools

Photo via VCG/Newscom

2 min read
Ritholtz Wealth Files for First ETF

Photo via Connor Lin / The Daily Upside

1 min read

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