Orion has announced attainment of the ISO/IEC 42001 certification, an international standard for artificial intelligence management systems. It becomes the second provider in the advisor technology sector to have achieved the certification. Risk and all-in-one platform provider Nitrogen announced thecompany’s completion of the rigorous process back in March, according to CEO Dan Zitting. The certification,…
There are several obvious reasons to give a hoot about your credit score, and very few reasons you should ignore it. After all, you’ll need a good credit score and a solid credit history if you ever plan to purchase a home or take out an auto loan. A bad credit score can even come…
Microsoft is eliminating 4,800 jobs, representing 2.1% of its workforce, with the company’s Xbox division losing about one-fifth of its staff in the software giant’s latest effort to cut costs in the era of artificial intelligence. “The way technology is built, deployed, and used is transforming faster than at any point in my time here,”…
Back in December I got on an airplane, something I try hard not to do these days, and flew to New York. The flights, both going and returning, were delayed of course. What would prompt such rash behavior? This guy: An invitation from Steven Bartlett to be on his podcast Diary of a CEO, and a…
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Photo by Gabriel Meinert The subject of spending seems to be getting a lot of attention of late in and around the financial independence (FI) community. The issue seems to be that those pursuing FI are on a path of deprivation and delayed gratification, and this behavior becomes so ingrained that when the time…
Somewhere in most 1031 exchanges, the advisor hits a fork. The client has an appreciated rental or a small commercial building, a gain large enough that a straight sale would hand close to a third of it to the IRS, and a growing sense that they are done being a landlord. They have 45 days…
Last weekend was ye olde county fair here in Vermont and, of course, we were on the scene to cuddle cows (if you’re Kidwoods) and look askance at cows (if you’re Littlewoods). The county fair also provides a panorama of consumerism. So much to buy, so little time! Annoying, but a fantastic opportunity to practice…
A Roth conversion can be a valuable tax strategy, or a very expensive lesson in unintended consequences. A Roth IRA is a retirement account funded with after-tax dollars, where investments can grow tax-free and qualified withdrawals in retirement are generally tax-free. There is a lot of Roth conversion FOMO (fear of missing out) out there….
26-00309.pdf Anonymous (not verified) Thu, 07/02/2026 – 12:50 Case ID 26-00309 Forum FINRA Document Type Award Claimants TradeStation Securities, Inc. Respondents James Lightning Neutrals Cary Valden Sorensen Hearing Site Houston, TX Award Document 26-00309.pdf Documentum DocID cb64dc17 Award Date Official Wed, 07/01/2026 – 12:00 Related Content Off Claimant Representatives Myra C. Mormile-Wolper Respondent Representatives James…