LPL Expands Partnership With Anthropic
By Dinah Wisenberg BrinThe announcement came as Anthropic announced new wealth management-focused plugins for its AI assistant, Claude.
February 24, 2026
U.S. Weighs Bank Citizenship-Data Requirements: ReportsThe order, reported by the Wall Street Journal and Semafor, could apply to new clients as well as existing account holders.
February 24, 2026
WisdomTree Gets SEC Nod for Tokenized Money Fund to Trade 24/7The approval could have major implications for the plumbing of cash management, the asset manager says.
February 24, 2026
S&P 500 Rebounds as Anthropic Update Tempers AI AngstThe shift comes a day after the artificial-intelligence "scare trade" pummeled financial and software firms.
February 24, 2026
The Hottest RIA Deals Aren't About AUM: FidelityFirms are expanding by adding capabilities rather than simply acquiring client assets, the financial services giant reports.
February 24, 2026
Orion Expands AI Work With AnthropicThe news comes as Orion kicks off its Ascent 2026 conference in San Diego for some 2,000 attendees.
February 24, 2026
IRS Issues Another RMD Rule Deadline DelayThe agency has given retirement plans more time to comply with not-yet-finalized rules under Secure 2.0.
February 23, 2026
It's Beginning to Look a Lot Like the Dot-Com Bubble: Bob DollInvestors are retreating from "frothy" stocks but not the overall market, the Crossmark Global CEO writes.