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Transcript: Lawrence Calcano, iCapital CEO
The transcript from this week’s, MiB: Lawrence Calcano, iCapital CEO, is below. You can stream and download our full convers...
Morningstar Sells ByAllAccounts – What’s Next For Data ...
Welcome to the May 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and und...
These 3 companies are keeping the lights on for AI’s en...
The headlines focus on apps, but the big money is flowing to agentic AI’s boring industrial backbone.
Private credit isn’t safer than banks — it’s just bette...
Investors have no idea that fund returns can reflect clever accounting instead of investment skill.
Spirit Airlines made this critical mistake that drove i...
Spirit has canceled all future flights and is immediately shutting down.
Two investment strategies for people who are afraid of ...
ETFs with protection features can help risk-averse investors increase returns while weathering market storms.
Higher inflation is on the way. The Fed needs to make t...
Fed’s communication should help investors manage risk — including the possibility that rates may rise.
These financial adviser fees pinch your portfolio — and...
From revenue-sharing ‘kickbacks’ to interest on idle cash, hidden costs may be eroding your returns.
‘We’re all worried the honey pot will run dry’: Does th...
There are many suggestions floating around Washington D.C. on how to fix the program’s imminent funding issues.
‘There is an imbalance of power’: My husband has cancer...
“This letter is in memory of all the patients who died waiting for their medical appointments to begin.”
Saturday links: existing in the world
Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out...
MiB: Lawrence Calcano, iCapital CEO
This week, I speak with Lawrence Calcano, chairman and CEO of iCapital, about how he helped build the company into one of th...
Weekend Reading For Financial Planners (May 2-3)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that as an...
Pickleball gets its largest-ever investment: $225 milli...
As valuations in major sports leagues like the NFL have surged, institutional investors have turned to smaller, fast-growing sport...
‘Why do Americans think we can do socialism?’ asks hedg...
The hedge-fund manager’s recent comments came after New York City Mayor Zohran Mamdani, a democratic socialist, singled out Griffi...
Apple just gave a clue that an AI acquisition may be in...
Apple is officially retiring its net-cash-neutral target, and some suspect the iPhone maker is preparing for a major acquisition t...
It now costs $160 to fill up America’s top-selling vehi...
Regular unleaded gas is up almost 50% since the start of the Iran war, to $4.42 a gallon late Friday morning, according to GasBudd...
Trump talks up his push to lower costs, as analysts see...
President Donald Trump on Friday delivered a wide-ranging speech that focused in part on his efforts to lower taxes and other cost...