MORGAN STANLEY & CO. LLC

The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere.

Just the Tip: Most people are eligible to join a credit union through their employer, their community, or a professional association, and most never bother to check. Credit unions are member-owned nonprofits, so instead of paying shareholders, they return profits as lower fees, better savings rates, and cheaper loan rates. Check what’s available to you…

As advisers and firms explore how to use artificial intelligence, there is no one-size-fits-all approach to investing in the technology. Yet industry experts say every firm should have an AI strategy, regardless of size. For smaller firms and advisers just starting to understand artificial intelligence, a strategy can take fewer resources than expected. Want the…

Hightower Advisors, the Chicago-based registered investment advisor with more than $350 billion in client assets, has added three firms, Private Vista, Hightower Great Lakes and The McGuirk & De Nevi Group, to Hightower Signature Wealth, the branded W-2 channel it launched in October. The three practices bring about $5 billion in combined assets under management,…

Canadian trade tariffs on steel, aluminum, automobiles, and cabinetry continue to affect industries with significant cross-border activity. These sectors remain outside CUSMA’s protections. Meanwhile, Ottawa directed the Canadian Radio-television and Telecommunications Commission (CRTC) earlier this year to reconsider a decision that tripled streamers’ contributions to Canadian content. That move came after pressure from US interest…

The second quarter was a six-year best for U.S. stocks — here are the three sectors poised to lead the next leg higher.