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…
26-00179.pdf Anonymous (not verified) Mon, 07/13/2026 – 11:30 Case ID 26-00179 Forum FINRA Document Type Award Claimants Thomas Moran Respondents Wells Fargo Advisors Financial Network Neutrals Madelon M. Rosenfeld William J. Bender Susan L. Walker Hearing Site Boca Raton, FL Award Document 26-00179.pdf Documentum DocID be6f6187 Award Date Official Mon, 07/13/2026 – 12:00 Related Content…
25-01036.pdf Anonymous (not verified) Mon, 07/13/2026 – 11:30 Case ID 25-01036 Forum FINRA Document Type Award Claimants Michael Blanchard Estate of Mary Blanchard Mary F. Blanchard Trust Michael J. Blanchard Trust Respondents Stifel, Nicolaus & Co., Inc. Heidi Chamberlain William Hadden Neutrals Louis H Miron Julius Z. Frager Jacqueline Marie Pierre Hearing Site Montpelier, VT…
Financial literacy in the U.S may have declined over most of the past decade, but workplace-based financial education programs can help counteract that, according to a joint study from the Employee Benefits Research Institute and the FINRA Investor Education Foundation. In an issue brief published on July 7, EBRI revealed that participation in workplace-based financial education is correlated with…
In the intricate framework of modern estate and tax planning, practitioners frequently employ a combination of disregarded entities and grantor trusts to achieve various valuation, liability and succession objectives. A common strategy involves a client owning a statutory limited liability company and subsequently gifting or selling interests in that LLC to one or more “defective”…
While most surveyed women said they lacked assurance in fiscal matters, their confidence increased once they took charge of household financial decisions, according to a new study from Beacon Pointe Advisors LLC, a female-founded registered investment advisory firm. The firm’s HerWorth study surveyed more than 10,000 women investors from late 2025 through early 2026 and…
IBM (IBM +2.17%) may still look like a boring dividend stock, but its quantum strategy could be changing the story. With enterprise adoption, government support, and a profitable business under it, IBM may offer a more stable way to follow the quantum race. Stock prices used were the market prices of July 3, 2026. The…
Yes, mortgage interest rates are higher today, but only by a little. The average interest rate on a 30-year, fixed-rate mortgage rose to 6.46% APR, according to rates provided to NerdWallet by Zillow. This is two basis points higher than Friday and seven basis points higher than a week ago. (See our chart below for…
Meta’s 5-gigawatt Hyperion data center under construction in Richland Parish, Louisiana, Jan. 9, 2026. Courtesy of Meta Meta’s massive Hyperion data center project in rural Louisiana is getting much bigger and costlier, with a big assist from the state’s government. The company said in a blog post Monday that the site in Richland Parish, Louisiana…
Additional projects under consideration for the consortium include an AI Operations Center intended to give members shared visibility into performance, resilience and cost across their AI systems, and an AI Token Exchange designed to pool members’ scale to secure broader and more efficient access to sovereign AI infrastructure. Tim Clark, global head and chief information…