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Cutting-edge insights into technology trends impacting CIOs and IT leaders.

Industry News

Why Vanguard Took a $106M SEC Fine For Lowering Its Minimums

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The SEC charged the asset manager with misleading clients over changes to its retirement funds, leading to higher tax bills for investors.

1 min read

Enterprise AI

Mistral CEO Says the Company Wants an IPO

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1 min read
Microsoft May See Cryogens as Key to Data Centers’ Energy Problem

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2 min read
The Drawbacks of Synthetic Data in AI Development

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2 min read

Industry News

JPMorgan, Citi, Wells, Goldman Crush Q4 Earnings

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Wall Street ended 2024 on a high note, providing investors with a sigh of relief as we enter the new year.

1 min read

Investing Strategies

Smart investing strategies and perspectives from thought leaders.

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The Bitcoin ETFs That Offer 100% Downside Protection

2 min read
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Advisors Are Betting on These Investments in 2025

2 min read
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Big Tech Fizzles in Early 2025: Jeremy Siegel

2 min read
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ETFs Are Breaking Inflow Records. Not So Much Overseas

1 min read

Industry News

Merrill Lynch’s Latest Game Plan to Court the World’s Rich

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A new division will connect the firms’ wealthiest clients with other products and services on the Bank of America platform.

2 min read

Industry News

Fidelity Hires New Head of 1,700-member Family Office Network

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Fidelity has hired an industry veteran to lead one of the world’s largest professional networks of family offices.

1 min read

Practice Management

Want to Attract Top Talent? Try These Comp Perks

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Firms are offering extra incentives to advisor compensation plans like paid time off for volunteer work, and even free financial planning.

2 min read

Practice Management

Actionable advice and frameworks for financial advisors to build larger more durable businesses.

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Don’t Fall for This AI Marketing Trap
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Advisory Firms Need to Hire More Staff — and Fast
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Breaking Away Is Harder Than Ever. Advisors Say It’s Still Worth It
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Ron ‘Omani’ Carson’s Next Venture? Spiritual Retreats

Industry News

What Trump’s SEC Chair Pick Paul Atkins Means for Crypto

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Atkins’ nomination is a breath of fresh air for the crypto crowd, who felt Gensler dragged his feet on policy.

2 min read

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Cutting-edge insights into technology trends impacting CIOs and IT leaders.