Trump calls Walmart ‘patriotic’ for cutting beef prices — in a stark change of tune

When your company goes public, one stock can suddenly take up more room in your financial portfolio than you intended. If your company’s value increases, and your net worth alongside it, it can feel rewarding that the decision to work for your company paid off. But the opposite can also be true, making one question…

FINRA Regulatory Notice 26-14 – Comment Regarding Risk-Based Supervision of Retail Communications We generally support FINRA’s effort to modernize Rule 2210 and recognize the challenges that social media platforms, digital communications, and generative artificial intelligence have created for member firms particularly as it relates to the ability for reps or third parties to create a…

The ideal investment tracking app makes managing investments a breeze. Investment apps can track not only the portfolio’s performance, but also its fees, asset allocation and projected future growth. What follows are some of the best investment tracking apps based on numerous factors, including cost, features and ease of use. Note that I have used…

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,…

Kieffer Named SVP of Investor Education and President of the FINRA Investor Education Foundation WASHINGTON – FINRA today announced that investor education and protection veteran Christine Kieffer will serve as Senior Vice President of FINRA’s Office of Investor Education and President of the FINRA Investor Education Foundation (FINRA Foundation). The appointment is effective immediately. Kieffer…

Empower is a financial tool that enables you to manage 100% of your finances from a single dashboard. Previously called Personal Capital, I’ve used the app for years. In this Empower review and user’s guide, I’ll walk through all of its features and how to leverage them to help you make the most of your…