The M5 MacBook Air Has Never Been Cheaper
Despite launching less than two months ago, the M5 MacBook Air has dropped back down to its lowest price since launching.
Former Wells FiNet Advisor Team Departs to Launch $600M Firm
John Toman said he chose to break away from FiNet with custodian Fidelity to gain greater control over the client experience and technology moves,…
Former FINRA Analyst Claims Agency Fired Him After Medical Leave
Tamer Çetin is suing FINRA, alleging the agency terminated him for "unacceptable conduct" in 2025. The firing came several months after he'd taken three…
Sell Your Business Before You Have To
If you’re an advisor without a well-constructed exit plan, firms are going to buy your life’s work for cheap.
Why Emerging Markets Equities Still Look Like a Smart Play
Allspring’s Derrick Irwin discusses what the Iran war did to investor appetite for emerging markets, and where he sees opportunities despite the chaos.
A Brain Implant for Depression Is About to Be Tested in Humans
While many brain-computer interface companies are focused on helping paralyzed people communicate, Motif Neurotech is targeting mental health disorders.
Fidelity to Pay $1.25M Over 2024 Data Breach
According to Massachusetts Commonwealth Secretary William Galvin, the firm failed to protect customer data during the breach in which private information for thousands of…
What a Financial Advisor Learned Testing Claude
The real risk is not that AI makes mistakes; it is that they are often easy to miss.
The Private Jet: Wealth Management’s Most Expensive Blind Spot
Private aviation is a tax decision, a capital decision, an operating decision and a reputational decision, all at once.
Zephyr’s Adjusted for Risk: Why do Humans Struggle at Picking Stocks?
Ryan Nauman interviews 3AI founder/CEO Jacob Ayres-Thomson about using machine learning to generate alpha, why active managers often underperform, and how AI can reduce…