Wells Fargo Adds AI-Powered Support for Advisors
By Michael S. FischerThe embedded solution intends to streamline how advisors, client associates and support teams access information and complete everyday work.
July 14, 2026
Most Advisors Use Alternatives in Client Portfolios: StudyThe investment class, research finds, has evolved beyond niche allocations to become a more generally adopted plan component.
July 14, 2026
Jeremy Siegel: Why Stocks Keep Going Up"This may be one of the most unusual profit cycles investors have witnessed in decades," the WisdomTree economist writes.
July 14, 2026
Social Security 2100 Act ReturnsThe revised bill eliminates the payroll tax wage cap, among other changes to the program.
July 14, 2026
Thrivent Signs on as Green Bay Packers' Official Financial Services PartnerThe partnership will support local nonprofit organizations through a new program.
July 14, 2026
Social Security COLA Could Be 3.8% in 2027The cost-of-living adjustment for 2027 is still expected to be higher than this year's.
July 13, 2026
PRO
A New Custody Rule Is on the SEC's Agenda. Here's What to Know.The agency plans to issue a proposed rule that would address questions raised by advisors about holding crypto.
July 13, 2026
Swiss Re Sees U.S. Life Insurers Facing More Market StressThe companies have long-duration liabilities — except when they don't.