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1 in 5 Wealth, Asset Firms Will Be Acquired by 2029

Photo by Curated Lifestyle via Unsplash

Mid-sized firms are being squeezed by shrinking profit margins and rising technology costs.

1 min read
Energy

Is Nuclear Startup Oklo Losing (Market) Power?

Photo via Oklo

One of the year’s hottest stocks, Oklo, shed a fifth of its value amid an insider selloff, prompting Goldman Sachs to caution investors.

1 min read
Markets

Relaxed Rules Poised to Expand Day Trading for Retail Investors

Photo by Getty Images via Unsplash

A US regulator last week cleared the path for more retail investors to participate in day trading by dropping barriers put up in 2001.

1 min read
Media & Entertainment

Disney’s Kimmel Problem is Far From Over

Photo via Disney

Lame duck Disney CEO Bob Iger will likely have his hands full with pressure from regulators and investors in his remaining days on the job.

2 min read

Advisor Upside

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

JPMorgan Patent Would Double-Check AI-Generated Code

Photo via U.S. Patent and Trademark Office

1 min read
Defining the ‘Why’ of Your AI

Brian Chess, SVP of AI at Oracle NetSuite.

3 min read
DoorDash Doubles Down on Robot Couriers

Photo via Serve Robotics

1 min read

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