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Quarterly To Semiannual Reporting Could Reshape The Investment Landscape
The SEC’s proposal to allow public companies to shift from quarterly to semiannual reporting could significantly reshape the investment landscape, with meaningful implications for wealth advisors, RIAs, and long-term portfolio management s
What Everyone Is Missing About Mamdani’s Plan To Tax Ken Griffin’s $238 Million Penthouse
(CNN) - New York City Mayor Zohran Mamdani stood outside a luxury skyscraper in Manhattan for a video
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CacheTech Doesn’t Chase Assets—It Builds Tech That Helps Advisory Firms Grow
CacheTech Advisor Solutions CEO Cormac Murphy explains why the firm avoids venture backing and rapid expansion, instead focusing on deep partnerships and institutional-grade tech that helps independent advisors scale sustainably. The TAMP integrates trading, investment management, CRM, and client engagement on proprietary technology. CacheTech’s independence—spinning out of a successful RIA rather than taking venture capital—enables focus on advisor needs over growth metrics.
AI and Momentum Trades are Getting Too Crowded, Blue Chips May be the Way to go: JPMorgan
The most speculative corners of the market may be getting too popular, too fast.
SEI to Acquire Majority Stake in Stratos Wealth Holdings in Strategic $527 Million Deal
SEI is acquiring a 57.5% majority stake in Stratos Wealth Holdings, a diversified financial services platform anchored by a large RIA network.
Morgan Stanley Stays Bullish on US Stocks
Morgan Stanley backed its bullish stance on U.S. equities on Monday, citing strong earnings momentum, and said it was expecting a modest pullback.