This year marks two meaningful milestones in my life: 30 years of marriage and 30 years in business with our financial services firm. Those anniversaries have made me more aware of how quickly life changes. Two people close to me — one on my side of the family and one on my wife’s — have…
U.S.-listed exchange-traded fund (ETF) inflows totaled $1 trillion in the first half of 2026 alone, marking the first time the industry has achieved such a feat. By June 30, U.S.-listed ETF assets had reached a record $15.8 trillion. While those statistics are impressive, what do they mean for you? Should you follow the trend by…
World of Hyatt and Air Canada’s Aeroplan program are teaming up to offer reciprocal benefits, new redemption options and the ability to convert points between the two programs. Anyone with access to both loyalty programs can now link their accounts to access these new options, but the partnership is most valuable for members with elite…
USA TODAY Network / Reuters The first major investment for Meghan and Crosby Brackins as a young married couple was not a house or car payment. It was a timeshare. The North Carolina residents made the purchase in 2023 after crunching the numbers. As a photographer-videographer duo who not only love to travel, but also…
For the Public FINRA DATA FINRA Data provides non-commercial use of data, specifically the ability to save data views and create and manage a Bond Watchlist. For Industry Professionals FINPRO GATEWAY Registered representatives can fulfill Continuing Education requirements, view their industry CRD record and perform other compliance tasks. For Member Firms FINRA GATEWAY Firm compliance…
Mergers and acquisitions of advisory firms continued to reach record levels in the first half of 2026, but sentiment about registered investment advisers’ valuation is mixed. Consulting firm DeVoe & Co.’s latest RIA M&A Deal Book noted that the first half of the year saw a record-setting 167 M&A transactions among RIAs, with a year-over-year increase of 13%. The transaction total seemed to match consulting firm MarshBerry’s second-quarter M&A Trends report that counted a record-setting 187 M&A…