Featured
Medicare Strategy Must Be Implicated In The Broad Retirement Plan
Most clients arrive at retirement with well-formed beliefs about money, yet one of the most persistent and costly blind spots remains healthcare planning under Medicare.
Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack
Citi Wealth this week unveiled Citi Sky, an AI-powered assistant designed to give wealth management clients real-time access to financial guidance through a conversational voice and avatar interface.
Recent
‘Roaring Kitty’ Sued Over Alleged GameStop ‘Pump and Dump’
Influencer Keith Gill, better known as “Roaring Kitty,” was sued for allegedly orchestrating a “pump and dump” scheme involving GameStop Corp. shares.
In The Past Few Years Workers Are Spending Less Time In Meetings
The amount of time spent in meetings has decreased by 31% in the past few years, according to a survey of 1,300 workers.
The Battle Over DOL Fiduciary Rule Intensifies
The battle over the Labor Department’s contentious fiduciary rule intensifies.
Trump Ascendancy Has Morgan Stanley Team Touting Steeper Curve
(Bloomberg) - The growing prospect of a Trump presidential victory is making yield curve steepeners an attractive bet as growth will likely slow and inflation quicken under such a scenario,