Palantir’s stock stages best week since 2024 — showing it’s no longer an AI loser

Vanguard Adviser Framework Available on Envestnet Wealth Management Platform Through a strategic relationship, the Vanguard Group Inc. is offering its Advisor’s Alpha framework to the wealth management platform of Envestnet Inc., a financial technology company. The portfolio management tools are designed to help financial advisers provide clients more personalized after-tax outcomes, including tax-loss harvesting, through…

Recorded on location at the Wealth Management Edge conference, Zephyr’s Adjusted for Risk podcast features Jim Dickson, CEO and founder of Elevation Point, discussing how financial advisors should approach AI. Dickson argues firms often skip the “unglamorous” but essential work of organizing, codifying, and centralizing data into a warehouse/lake before expecting meaningful AI results. He…

The “Magnificent Seven” companies have led the market for years, but 2026 has humbled them. Most have pulled back, and as a group, they now trade at their cheapest valuation relative to the S&P 500 (^GSPC +0.05%) in more than a decade. That makes this a good moment to ask a simple question: Of these…

Federal Reserve Chairman Kevin Warsh holds a press conference following a two-day meeting of the Federal Open Market Committee, as the Federal Reserve holds interest rates steady, at the Federal Reserve, in Washington, July 29, 2026. Evelyn Hockstein | Reuters The Federal Reserve on Wednesday followed through on expectations for no interest rate change, and…

Regulators have long recognized a simple truth: diversification matters. That is why funds and ETFs operate under rules designed to prevent excessive issuer concentration. Under the Investment Company Act of 1940, a “diversified” fund generally must keep 75% of its assets in cash, government securities, other investment companies, and securities where no single issuer represents…