An active fund holding a whopping 800 stocks is beating major indexes. Here’s how.

26-00144.pdf Anonymous (not verified) Mon, 08/03/2026 – 17:10 Case ID 26-00144 Forum FINRA Document Type Award Claimants Paula Gomoll Respondents Charles Schwab & Co., Inc. Cetera Financial Specialists LLC Eric Wurtel Neutrals Mark W Solock Hearing Site Chicago, IL Award Document 26-00144.pdf Documentum DocID 14dab4c2 Award Date Official Mon, 08/03/2026 – 12:00 Related Content Off…

After six months of scouring job listings and sending off resumes, Dan Coda’s job search came to an end. He didn’t find the technical program or project management job he wanted; he just stopped looking altogether. Starting around December 2025, when he was laid off from his previous role, Coda says he spent more than…

The passport system lets companies obtain prospectus receipts, exemptions, and registrations across multiple jurisdictions through a single principal regulator, Norton Rose Fulbright noted.   All other provinces and territories adopted it when Multilateral Instrument 11-102 took effect in March 2008, McCarthy Tétrault said.   Ontario, home to Canada’s largest capital market, stayed outside: where another jurisdiction acts as principal regulator, prospectus filings and many registration and…

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…

Sen. Adam Schiff (D-CA) and Sen. Elizabeth Warren (D-MA) arrive for a vote series at the U.S. Capitol on September 30, 2025 in Washington, DC. Kent Nishimura | Getty Images Sens. Elizabeth Warren and Adam Schiff asked the U.S. Securities and Exchange Commission to investigate whether Trump Media & Technology Group is violating the law…