Expert Views

• Why Wealth Management M&A Landscape Remains Active

  By Bomy M. Hagopian

  Here's a look at what's influencing the market today and what to expect going forward.

• Heightened Cyber Risk: Are RIAs Ready?

  By Gabriel Garcia, Steve Bomberger

  Cybersecurity is going to be one of your responsibilities, and you might need help.

• The Right Way To Incorporate AI

  By Don Henderson

  Simply adopting AI to stay ahead of the curve, without investing in data quality, can create nothing more than “smoke and mirrors.”

• How To Help Clients When Markets Are Down

  By Bryce Sanders

  Advisors should call clients when markets are down to let them know they are paying attention to their investments.

• Your Client's Retirement Anxiety Can't Be Cured Online

  By Erin Lowry

  When it comes to saving for their retirement, too many millennials rely on free advice they find on social media.

Private Wealth

• Schwab Charity Funnels $250 Million To Right-Wing Causes

  By Emily Birnbaum

  The donor-advised fund gave tens of millions to a group associated with conservative activist Leonard Leo.

• Tailored Strategies And Positive Impact In Private Wealth

  By Russ Alan Prince

  Patrick Fruzzetti on how he and his team at Rose Advisors adapt their wealth management strategy to better serve clients.

• It's Time To Prepare For When, Not If, AI Replaces Advisors

  By Jerry D. Prince and Russ Alan Prince

  Generative AI is a fast-moving megatrend that will transform the wealth management industry.

• Musk Is Once Again Richer Than Zuckerberg As Fortunes Reverse

  By Diana Li

  Shares of Mark Zuckerberg's Meta dropped the most since October 2022 this week.

• Billionaire Ellison Is Moving Oracle To Nashville From Texas

  By Saijel Kishan

  Ellison plans to make Nashville the headquarters for Oracle, just a few years after moving to Austin.

Latest Top Lists

• The Best Domestic Airline Rewards Programs

• The 10 Healthiest U.S. Cities

Investment Perspectives

• Look Carefully At Commodity ETFs Before Leaping

  By Ron DeLegge

  These funds are not all the same.

• Musk Has Made Tesla A Meme Stock

  By J. Bradford DeLong

  Tesla shareholders are betting that they can sell their holdings to a greater fool in the near future.

• Should Investors Sell In May?

  By George Smith

  April seems set to break a streak of five positive months for stocks that stretched from November through March.

• It's Hard To Complain About Rising Wages, Unless You're The Fed

  By Jonathan Levin

  Strong labor-cost data for the first quarter is good for workers, fine for inflation but not great for interest rates.

• The Fed's Quantitative Easing Program Cost Too Much

  By Bill Dudley

  The total bill could exceed $500 billion. A proper evaluation should make the next one less expensive.

On The move

• Miracle Mile Advisors Adds CIO To C-Suite

• Foundation Source Appoints Two New Executives

• Stratos's New Division Adds Two Firms

• Tech Guru John Sweeney Is Appointed President Of AlphaTrAI

• Choreo Expands Leadership Team

• Sanctuary Wealth Expands Leadership Team