LPL Focus 2026
Aug 9, 2026 TO Aug 12, 2026 | San Diego LPL Financial’s annual flagship conference delivers dynamic days of learning, networking, and thriving for…
Did an AI Music App Just Snitch on the Song of the Summer?
Fenix Flexin’s hit song “Rubberz” has hip-hop fans arguing over whether it was generated by AI. Some say they have proof it’s machine-made, but…
The SpaceX Falcon Lunar Crash Is a Warning for Moon Bases
The risk of more debris hitting the moon is on the rise as the space race heats up.
Q&A: REITs’ Strong 2026 Run Continued in July
In new research, industry association Nareit also shows how REITs have performed amid the market volatility stemming from the war in Iran.
Three Retirement Planning Questions That Stand the Test of Time
They’re not easy to ask, and it’s on you to get clients into the right mind-frame to answer honestly.
UBS Hit with $125M Fine for Anti-Money Laundering Violations
FinCEN, FINRA and CFTC fined the bank’s wealth management division for allegedly failing to fix problems with foreign-currency wire monitoring and customer due diligence…
Sammons Financial Group Taps President TeKolste to be CEO
President Rob TeKolste will take over as CEO from Esfand Dinshaw in 2027 at the insurer that owns $10 billion RIA Wealthcare and $12…
Are PEPs a Fad, Niche or Mainstream?
Despite rapid growth to an estimated $30 billion to $40 billion, PEPs face headwinds including advisor reluctance, control concerns and conflicts that may limit…
How to Avoid AI-Generated Estate Plans that Look Brilliant, But Are Completely Wrong
Everyone is using AI. Not everyone is using it well.
Adjusted for Risk: The Right Way to Use ETFs for Success
VistaShares' Adam Patti discusses how ETF innovation is bringing institutional-style strategies to retail investors, emphasizing “look under the hood” due diligence.