MIT Professor Says Most Americans Using AI For Financial Advice Are Doing It Wrong

A growing share of U.S. households is incorporating artificial intelligence into financial decision-making, creating both an opportunity and a challenge for registered investment advisors (RIAs). Recent industry research indicates a rapid acceleration in adoption: within a single year, the percentage of individuals using AI tools to assist with personal finance decisions has surged dramatically. This shift signals a meaningful change in how clients gather information, evaluate options, and form expectations about advisory relationships.

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JPMorgan Says Firms Avoid Raising Forecasts Due To War Concerns

(Bloomberg) - Doubts triggered by the Middle East conflict are feeding into US earnings, with some companies refraining from increasing forecasts despite a strong start to the year, according to strategists at JPMorgan Chase &am

For Many Americans, Fear Of Going Broke In Retirement Outweighs Fear Of Death

(Yahoo! Finance) - Is running out of money a scarier prospect than your own death?If you said yes, you have plenty of company.

Magnolia Trust: Built From Within to Serve Advisors

Magnolia Trust Company

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Both Jefferies Financial Group And UBS Have Disclosed Exposure To Auto-Parts Supplier that Filed For Bankruptcy

Both Jefferies Financial Group and UBS have disclosed sizable exposures to First Brands Group, an auto-parts supplier that filed for bankruptcy.

Gold Climbs Over $4,000; Silver, Bitcoin Surge As 'Debasement Trade' Flight To Havens Continues

Gold (GC=F) climbed to new records on Wednesday as silver (SI=F) and bitcoin (BTC-USD) continued a run higher.

Greenspring Merges With Wealthstream Advisors

A newly announced merger between two long-standing independent RIAs highlights an alternative approach to growth.

Goldman Sachs Strategist: No Stock Market Bubble, Yet

The stock market may look like it's on a high, but according to Goldman Sachs (GS), it hasn't crossed into bubble territory.

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Model Portfolios + Strategists

“Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record

News

Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says

Washington Wire

Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation

Companies

The 2026 First Quarter Earnings For AllianceBernstein Highlight A Firm In Transition

The Trust Advisor

Inside Jack Schlossberg's Trust Fund Amid Political Campaign