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Articles from our Weekly Newsletters
AI Power Crunch Has Investors Seeking Next IPO Winners
The artificial intelligence boom has a power problem, and Wall Street is betting billions on companies that promise to solve it — even if some of the technology hasn’t been fully developed yet.
BlackRock’s Tseng to Exit as CEO of Troubled Private Credit Fund
The head of BlackRock Inc.’s beleaguered private credit fund is in the process of leaving the firm, a move that follows months of losses on soured loans and revelations of a US regulatory probe into the unit’s valuation practices.
JPMorgan Says Private Muni-Bond Accounts Swell to $1.6 Trillion
The business of overseeing individually tailored municipal-bond portfolios has continued to grow rapidly, turning those money managers into the biggest holders of state and local government debt, according to JPMorgan Chase & Co.
Google’s Power Struggles Are Killing Its AI Mojo
With the artificial intelligence race moving so rapidly, even a momentary lag can be costly. Alphabet Inc.’s Google is learning this the hard way: The search giant rapidly caught up with
Warsh Says Inflation Risks Are Down, Vows Price Stability
Federal Reserve Chairman Kevin Warsh said price risks have come down in recent weeks, while repeating his determination to bring inflation back to the US central bank’s 2% target.
Should Companies Report Earnings Less Often? The Debate Between Long-Term Growth & Transparency
This debate also highlights a broader challenge facing markets today — balancing the desire for transparency with the need to encourage long-term thinking. Despite how often companies report results, investors will still need to discern short-term noise from long-term value.
AI Washing and the Advisor Shortage: Why Getting Technology Decisions Right Has Never Mattered More
The firms that operate rigorous vendor evaluation will compound two advantages simultaneously: They buy the right tools now, and their advisors trust them when the next generation of AI arrives. In a decade that will be defined by the industry's capacity to do more with fewer people, that trust is a strategic asset.
What Most Advisors Get Wrong When Financing a Book of Business
Acquiring a book of business is one of the fastest ways an independent advisor can grow AUM, expand a client base, and build long-term enterprise value. It is also one of the most financially consequential decisions you will ever make — and most advisors approach it underprepared.
AI’s Trillion-Dollar Debt Binge Fuels Century-Old Private Market
A private bond market dating back more than a century is opening a new front in the trillion-dollar AI funding boom, allowing tech borrowers to sell debt directly to deep-pocketed insurance firms.
S&P Winning Streak for July at Risk With Volatile End to Month
July is a great time to buy stocks. In fact, it’s been the best month for the S&P 500 Index in the past two decades. Bulls are finding comfort in that history ahead of what stands to be an eventful stretch.
Wall Street Firms Bolster Gulf Teams to Tackle Wartime M&A Surge
At the start of the regional war in February, Wall Street banks were grappling with the prospect of a protracted slowdown in the Middle East. Three months in, many firms are rushing to add bankers after local investors largely looked past the conflict and doubled down on dealmaking.
Meta Is Building a Cloud Business to Sell Excess AI Compute
Meta Platforms Inc. is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud.
Avoid Painting a Whole Generation With 1 Brush
If your heart and mind tell you to go looking for someone older because that’s going to fit your culture more effectively, by all means search in that direction. Just don’t give up on younger, next-generation team members without making sure you have given them every opportunity to succeed.
SEC Mulls New ETF Rules as $16 Trillion Boom Disrupts Status Quo
The US Securities and Exchange Commission is signaling a potential rethink of how it oversees exchange-traded funds after a recent wave of filings for prediction-market ETFs prompted fresh scrutiny of the existing regulatory framework.
Estate Plans Designed Before OBBBA May Now Be Costing Your Clients Money
The OBBBA created something the industry rarely gets: a defined planning window without a hard deadline attached. Exemptions are historically high, the law has no sunset, and there's a real body of existing work that needs revisiting. The advisors who treat this as an opportunity, rather than waiting for a client to ask, will drive much stronger outcomes compared to those who don’t.