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Inside Jack Schlossberg's Trust Fund Amid Political Campaign

by The Wealth Advisor Contributor
(hellomagazine) - Jack Schlossberg, the only grandson of former president John F. Kennedy, has disclosed his finances to the House of Representatives amid his bid to win a seat in Congress in the upcoming election. He is the youngest son of JFK's daughter, Caroline Kennedy, and her husband, Edwin Schlossberg.

Featured

The Only Number That Matters For 'Magnificent 7' Earnings This Week: Morning Brief

(Yahoo! Finance) - Five of the seven members of the “Magnificent Seven” will report results this week.

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).

Glamorous LA Heiress Linked To Iranian Royalty At Center Of Toxic $200M Divorce Battle

(NewYorkPost) - A Beverly Hills socialite and a UCLA doctor are locked in a vicious $200 million divorce war — with bitter texts, hidden cash claims and clothes hurled from a mansion balcony.

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ETF Innovators

Symmetry Partners’ SMOM ETF: A Systematic Strategy Enters the ETF Arena

Symmetry Partners debuts SMOM ETF, transforming the firm’s proven sector rotation strategy from SMA to ETF format. The fund uses dual momentum signals across six- and 12-month timeframes to select top-performing S&P 500 sectors, rebalancing monthly with staggered schedules. Designed as a satellite allocation to complement core equity exposure, SMOM aims to offer enhanced tax efficiency and smoother execution than its SMA predecessor, backed by seven years of track record.

Advisor Wellness

Former Morgan Stanley Broker Sanctioned By FINRA

Regulatory scrutiny has once again highlighted the importance of compliance and personal conduct within the wealth management profession.

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Ares Acquires Minority Equity Stake In EP Wealth

Alternative asset manager Ares has taken a notable step into the registered investment advisor space by acquiring a minority equity stake in EP Wealth

Washington Wire

This Episode Of Government Shutdown Carries Fresh Risks

The U.S. is once again on the brink of a government shutdown, raising questions across financial markets about the potential impact for investors.

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Model Portfolios + Strategists

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

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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

Companies

2024 Data Breach to Cost Fidelity $1.25M

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