Intense Life Desires What ‘Jobs’ Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
The profession of financial advice often centers on the logistical, logical outcomes of financial planning...
Stock Market Today: Dow Futures Slip, S&P 500 Rises Amid Mixed Trade—Berkshire, Occidental, Fermi In Focus – SPDR S&P 500 (ARCA:SPY)
Editor’s Note: The future prices of benchmark tracking ETFs, and the lede were updated in...
Quilter rebrands fintech arm to Quilter Invest
The new logo Wealth manager and Financial Planner Quilter has rebranded its app-based fintech NuWealth...
The Music Has Stopped but the Stock Market Continues to Play – Investing.com
The Music Has Stopped but the Stock Market Continues to Play Investing.com Source link
Judge nixes ex-Well Fargo broker’s tax write-off claim
When Francisco Gil was an advisor at Wells Fargo, he twice used a tax form...
How AI and Data Speed Up and Scale B2B Resale
The era of manual spreadsheets and phone calls to manage customer returns and excess inventory...
Former Shackleton owner buys majority stake in Equilibrium FP
Equilibrium founder Colin Lawson Sovereign Capital Partners, the former private equity owner of South Coast-based...
Dow, S&P 500, Nasdaq Rise; Government Shutdown; Nike, Nvidia, Tesla, Strategy, and More Movers
The S&P 500 set a fresh intraday record on Wednesday even though a majority of...
M&A records offer opportunities for financial advisors, RIAs
Registered investment advisor M&A activity hit all new highs in the third quarter of 2025,...
10 Charts Showing Top 10 Market Themes For Client Conversations In Q4 2025
Following the equity market volatility of the first half of 2025, investors (and their advisors)...