On a year-to-date basis, clean energy equities and the related ETFs have delivered solid returns, but recent price action has left something to be desired. ETFs such as the ALPS Clean Energy ETF (ACES) got a lift from surging oil prices stemming from the war in Iran, but over the past month, ceasefire and peace…
Pepperstone confirmed on Friday the appointment of Reed Sayer as its new Head of UK. Sayer joins from XTB, where he spent more than ten years building his career, most recently holding the position of Head of UK Sales. Over the course of his decade-plus tenure in financial services, he is said to have developed…
The face of wealth is changing: Increasingly younger, female, and openly queer people will control family fortunes as a result of the much-anticipated Great Wealth Transfer, writes UBS. Studies have found that over the next 20 to 30 years, as much as $124 trillion will be passed down from older generations to their younger counterparts. The baby…
Saylor hinted at another BTC move yesterday on X. However, it wasn’t what many anticipated. Strategy has completed its second BTC sale in just over a month, announced the firm’s co-founder and former CEO, Michael Saylor. The company has disposed of 3,588 BTC for $216 million to fund dividends on its Digital Credit securities….
Investment trusts are often a sound investment but picking one that stands out from the crowd can really boost your returns. So if you’re trying to decide where to invest for the second half of the year it could pay to see which trusts and sectors have outperformed the rest over the last six months….
Goooood morning friends! Got another book to pass around to ya if you’re in the mood for some good financial reading?! 🙂 This one comes from long-time reader, and financial planner, Bill Hines, who’s always kind enough to give us free copies of his books as they come out. This latest one is an update…
Please enable JavaScript if it is disabled in your browser or access the information through the links provided below. July 01, 2026 Federal Reserve issues initial findings from its 2025 triennial payments study For release at 2:30 p.m. EDT The Federal Reserve on Wednesday issued initial findings…
Blue Cloud Softech Solutions shares moved higher in early trade on Monday after the company said its artificial intelligence-based complaint recording tool had been deployed for Hyderabad City Police. The small-cap stock, priced below ₹50, rose as much as 4.38% to ₹22.39 on the BSE, supported by strong trading activity and broader positive sentiment in…
Consumer litigation is up, and mortgage players aren’t ready. Processing Content Veteran industry attorneys say they don’t believe lenders and servicers are prepared for an upcoming surge of borrower lawsuits over a variety of grievances. While artificial intelligence tools are making it easier than ever for consumers initiate legal actions, litigation will also persist in…
As we celebrate America’s 250th anniversary, the wealth management industry has its own moment of reflection. It’s time for the profession to embrace a modern “Advisor Bill of Rights”—a set of principles designed to unlock the potential of advisors and dismantle outdated models that too often stifle growth and autonomy. The Leap No One Warns…