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Leaving Washington state, which in 2022 introduced a 7% tax on capital gains, could have saved Bezos $288 million in taxes after he unloaded $4 billion of Amazon.com stock in the past week.
February 14 -
Now’s the time to think about how to leverage the benefits so we’re prepared when the technology reaches commercial viability, says Adam Schouela
July 16
Fidelity Center for Applied Technology (FCAT) -
Without advisor buy-in, scale can't be achieved, the tech executive says.
May 1 -
The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.
April 30 -
FINRA, Morningstar and Nasdaq have already migrated to the cloud. Should RIAs follow?
April 9 -
Are these companies really able to disrupt the current market? And which tech giant is closer to customers?
February 20
INSART -
The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.
February 7 -
The boardroom advice team meeting, once reserved for the wealthiest, is an option advisors can offer to more clients thanks to increased digitization.
January 2
Orion Advisor Services -
The custodian says as it rebuilds for a digital era, hiring technologists is a top priority.
December 19 -
Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.
November 28 -
Can smart speakers meet the level of sophistication and security needed for wealth management?
November 7 -
Disappointing revenue and profit forecasts from Amazon and Google-parent Alphabet helped push the Nasdaq further into a correction.
October 29 -
Charles Schwab's new chief of advisor technology says custodians are overlooking these basics. Also, what's needed to make big data work.
September 19 -
Microsoft and Amazon.com are the fund’s top-two holdings.
September 10 -
The SPDR fund’s assets have surged over 23% this year to a record $16 billion as the retailer inches closer to America’s second trillion-dollar company.
August 31 -
The fund’s portfolio management team began dumping exposure to the social media giant in light of the Cambridge Analytica scandal.
July 27 -
At Amazon's first-ever conference for voice-enabled tech, advisors are warned they need to take one crucial step to serve customers using voice assistants.
July 25 -
A large portion of the company’s 100 million-plus Prime subscribers fit the same profile as mutual fund buyers, Sanford C. Bernstein analysts say.
July 25 -
Over 40% of the fund’s portfolio is invested in the online retailer and global e-commerce behemoth Alibaba.
July 18 -
"We're not being judged on what other banks are doing. We're being compared to Amazon and Google," says Kraleigh Woodford, managing director at UBS WM USA.
July 11














