Raymond James Launches AI Operations Agent
By John ManganaroDubbed Rai, the tech uses natural language processing and generative AI to support advisors' daily work.
January 28, 2026
Bond ETFs Show Up (Occasionally) on Annuity Issuer Asset ListsAnnuities are hot. Bonds are hot. ETFs are hot. How do you pair them?
January 28, 2026
Fed Holds Rates Steady, Notes 'Stabilization' in Jobless RateThe FOMC voted 10-2 Wednesday to hold the benchmark rate in a range of 3.5% - 3.75%.
January 28, 2026
10 Most Neighborly American Cities: 2026These metro areas have high rates of volunteerism, social and economic connectedness, Redfin finds.
January 28, 2026
CFP Board to Increase CE Requirements in 2027The board is also clarifying that competency to practice independently is not measured by the CFP exam alone.
January 28, 2026
Fidelity Investments to Launch Stablecoin in Coming WeeksThe digital assets have grown in popularity since July's passage of the first federal regulatory framework for stablecoin issuers.
January 28, 2026
Wealth.com Rolls Out Tax Planning PlatformThe solution was built to move users beyond calculating a tax bill and toward architecting a client's future.
January 28, 2026
Shutdown Threatens to Hit IRS as Trump Touts Massive Tax RefundsIts annual funding runs out after midnight Friday, when employees would be furloughed or required to work without pay.