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The March 2025 acquisition of Commonwealth Financial Network by LPL Financial hit an immediate nerve in wealth management, an industry where consolidation is endemic:...

Wall Street’s first encounter with the Reddit community led to some very interesting action in the market. GameStop (GME) and movie giant AMC were the first two companies that this community forever changed.

Try being Janet Yellen. Yes J-Yell, the new U.S. Secretary of the Treasury, certainly has her hands full. She is attempting to convince investors that printing gobs of money is non-inflationary and also convince global nations joining the U.S. in raising taxes is really good for them.

Podcast Episode One (recorded 2/17/21) is titled "The Reddit Rebellion" and focuses on the...

The most stunning display of misplaced culpability was witnessed on Wall Street last week. It began when a number of small investors, congregating in a Reddit chat group, started vigorously “crowdbuying” stock in public companies - most notably: GameStop ($GME) - which they believed were undervalued and possessed abnormally high and unjustifiable short interest ratios.

By Greg Woolf, AI RegRisk Think Tank The wealth management industry is about to face its biggest reality check in a century: A wealth transfer...

AI isn't going to kill the internet. Humans will.  In fact, in some ways, they already have.  Welcome to another AI & Finance, where we’ve got...

When AI Was Everywhere: From GPT-5 to Engagement Rings This week, AI grabbed the headlines—from palatable tech drama to viral human-AI liaisons and seismic shifts...

Friends, this week Basic Capital shook up 401(k)s, IVIX raised $60M for AI fraud defense, wealthtech automation gained traction, and crypto ecosystems kept accelerating...READ UP!

I saw an ETF once when I was a kid, and now they’re everywhere.  Of course, that’s a reworking of a classic...