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Bonds squeeze Main Street as Wall Street waits on Warsh — Analysis
A trader works, as a screen broadcasts a press conference by U.S. Federal Reserve Chair Kevin Warsh following the Fed rate announcement, on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., July 29, 2026. Brendan McDermid | Reuters There’s something telling in how the smart money on Wall Street…
LPL Recruits $1.6B Pennsylvania Team From Cambridge
Conte Wealth Advisors, a Camp Hill, Pa.-based firm formerly with Cambridge Investment Research, has joined LPL Financial’s broker-dealer and registered investment advisor (RIA) platform. The firm oversees about $1.6 billion in advisory, brokerage and retirement plan assets, according to a news release. The third-generation, family-owned firm is led by advisor Tony Conte and…
Using AI to Draft Post-Estate-Planning Meeting Letters: Part II
Craig R. Hersch provides real world, detailed AI prompts that estate-planning attorneys can use to draft high quality follow-up letters.
Young Canadians reach for AI before they reach for an advisor: surveys
That figure climbs to 44 percent among recent graduates who have used AI before, while 28 percent of Canadians who have previously used the technology trust it for insurance recommendations. A gender split runs through the findings. Men, at 14 percent, are close to twice as likely as women, at 8 percent, to trust AI…
No Canadian pension fund ties its investment policy to Indigenous consent: report
Taylor said he would be “slightly reticent” to commit to any single set of criteria, calling it “a significant restriction” on the fund’s wider investment activities. OMERS chief legal and sustainability officer Michael Kelly, asked at the fund’s April 2026 meeting about potential Ring of Fire investment, said the fund wants to ensure “that free,…
The 10 States with the Highest Income; 10 States with the Lowest
Judging purely based on median yearly income, which currently sits at roughly $83,700, according to the Federal Reserve’s latest data, Americans are better off than perhaps they’ve ever been. But that metric can be deceiving, as it doesn’t capture the vast income disparity that’s rapidly becoming one of our country’s most pressing issues. Depending on…