What Is El Niño? Here’s What It Means for Weather, Water, and Global Economy
This year’s El Niño is shaping up to be the strongest on record. This is what impacts to expect and how bad it could…
This R-Rated Film Studio Wants to Be the HBO of AI
Rogue Studios, a new cinematic adult AI-generator, is betting big on the future of “sophisticated” spicy content.
NJ Man Pleads Guilty to $47M Fraud Targeting Orthodox Jewish Community
According to the DOJ and SEC, Leor Moshe stole over $11 million for personal expenses, including gambling and cryptocurrency, while running a Ponzi scheme…
Billionaire Mark Cuban Blasts ‘Insane’ Ro Khanna Wealth Tax Proposal
For those whose fortunes are tied up in illiquid assets, U.S. Rep. Mo Khanna suggested the government could provide loans in exchange for shares.
The ‘Bedsore’ Approach to Advisor Retirement Marketing
Don’t be a generalist, be specific.
SMAs Emerge as Wealth Management’s Next Frontier
Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.
Drive Planning CEO Gets 20 Years for $380M Ponzi Scheme
Drive Planning CEO Todd Burkhalter spent investor funds on yachts, luxury vehicles and private jets while operating what prosecutors called the largest Ponzi scheme…
Adjusted for Risk: Why Insider ‘Skin in the Game’ May Beat the S&P 500
Insider Ownership Index’s Haren Bhakta details how he built the passive index that weights companies by insider ownership.
Celebrity Estates: The Murdoch Family Trust and Irrevocable Planning with Mark Parthemer
Glenmede Trust's Mark Parthemer discusses the Murdoch family trust dispute and what it can teach advisors and families about irrevocable trust planning.
Ten Estate Planning Topics Financial Advisors Should Discuss With Clients
National Make-A-Will Month is a good time to bring up important issues.