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Lawsuit Losing Streak Adds Existential Angst to Meta’s Pivot

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

2 min read
Retirement Upside

Early Gifts Can Kickstart Next-Gen Retirement Savings

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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.

2 min read
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.

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

2 min read
PEPs Are Popping Seven Years After Secure Act Passage

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2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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