First Horizon Wealth Management: Staying Dynamic in a Changing Market
CIO Eric Teal discusses how the firm seeks to capitalize on growth opportunities without taking on excessive risk.
To Get a Piece of Anthropic, Retail Investors Are Open to Big Risks
Retail investors are pouring money into funds and vehicles promising access to Anthropic and OpenAI ahead of their IPOs
California Advisor Gets 9 Years for $9.5M Fraud
Edwin Lickiss Jr. ran a Ponzi scheme from 1998 to 2024, promising clients exclusive tax-free bonds with returns up to 30% while using their…
Here’s the iFixit Repairability Rating for the iPhone 18 Pro
It’s actually pretty good for an iPhone, given Apple’s long-standing reticence to make its products repairable.
Lines Blurring Between RPAs and Institutional Investment Consultants
The competition to win the convergence race is heating up.
Apple Mac Mini (M6) Review: For the AI Curious
Apple has refreshed the Mac Mini with a brand-new chip, the M6. And this time, it’s more focused on AI than ever.
Got an Android Phone? Google Thinks You’ll Probably Want a Googlebook Laptop
Apple lovers have long enjoyed seamless connectivity between their iPhones and Macs. Now, Google’s bringing that experience to Android.
Concurrent Expands in Houston, Tops $23B in Assets
The team has left Raymond James to bring $425 million in AUM to Concurrent’s 1099 affiliation platform, which now oversees more than $23 billion…
Osaic Faces Additional Cash Sweep Class Action Suit
Two customers claim the firm prioritized profits by keeping sweep account interest rates artificially low. It's the latest in a line of cash sweep…