Sen. Lindsey Graham (R-SC) talks to reporters outside of the West Wing of the White House on February 28, 2025 in Washington, DC. Following a heated exchange between Ukrainian President Volodymyr Zelensky and U.S. President Donald Trump in the Oval Office, Graham told reporters that Zelensky should resign. Chip Somodevilla | Getty Images News |…
While the adoption of technology for adviser practices is nothing new for firms, most advisers are starting to see the returns on their investments in artificial intelligence. According to research by Edward D. Jones & Co. L.P. and Morning Consult Holdings Inc., 82% of advisers said they are already using AI tools in their practice,…
Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for Wealth Management’s RPA channel, reviews all of last week’s industry news and selects the five most important/interesting stories. Worth Reading: Read the full raw transcript below: Greetings & a warm welcome to this week’s edition of 401k Real Talk. This…
Some of the best bank account bonuses for U.S. account holders have a common home. That’s Chase Bank, one of the biggest and best-known banks in the country. Whether you’re looking for a new Chase checking account or savings account, you’ll find a Chase Bank promotion or bonus offer that suits your needs here. $100?…
Respondents estimated a wedding at roughly $19,000 on average, according to BMO, spread across food and drinks ($4,884), the venue ($4,201), attire ($2,951), travel and accommodation ($2,834), photography ($1,648), decorations ($1,713) and entertainment ($1,603). Even so, 63 percent said being married involved more financial planning than they had expected. The costs extend to the guest list. Attendees expected to spend…
Shares of Strategy (MSTR +0.80%) — formerly MicroStrategy — have fallen by 42.8% in the first half of 2026, according to data from S&P Global Market Intelligence. The software provider that pivoted to becoming an aggressive Bitcoin treasury company has seen its strategy (no pun intended) begin to unravel with the price of Bitcoin down…
Zoom In IconArrows pointing outwards U.S. Sen. Mitch McConnell, R-KY, photographed holding the Sports section of the July 12, 2026, Washington Post. Elaine Chao, his wife, is seated next to him. Source: The office of U.S. Sen. Mitch McConnell Read more CNBC politics coverage McConnell, 84 — who has been absent from the Senate since…
Lido Advisors Names Dan Marquis as CFO Dan Marquis Wealth advisory firm Lido Advisors LLC named Dan Marquis as chief financial officer. Marquis brings two decades of financial leadership experience, with expertise in financial planning and analysis, capital markets, mergers and acquisitions, and long-range strategic planning. As CFO, he will oversee the firm’s financial operations…
MSCI kept South Korea classified as an emerging market last month, FT reported, citing the absence of a fully convertible offshore won market. An upgrade to developed status could attract about US$30bn from passive funds, BNP Paribas Securities estimates. But the country’s index weighting would drop sharply, from about 24 percent of MSCI’s emerging market benchmark to roughly 3 percent of…
Over the years as an attorney, I’ve worked with a lot of businesses. Many of these have been family-run and family-owned businesses. According to a 2026 report from the U.S. Small Business Administration Office of Advocacy, about one in four employer firms (26.1%) were family-owned in 2022. These are families who’ve been faithful to their…