Matthew Sellers

Matthew Sellers
Displaying 155 results
What is a token - and why is it suddenly showing up on your P&L?
TRANSFORMATION JUN 22, 2026
What is a token - and why is it suddenly showing up on your P&L?

AI costs were invisible when everything ran on a flat subscription. They're not invisible anymore. Here's what tokens actually are, what your common advisory tasks consume, and how to model the real cost before it surprises you mid-year.

Which AI platform should RIAs actually be using? A no-hype guide for 2026
TRANSFORMATION JUN 22, 2026
Which AI platform should RIAs actually be using? A no-hype guide for 2026

Which tool fits which job for a fiduciary advisor managing real client relationships.

Has Warsh just been given a poisoned chalice?
EQUITIES MAY 13, 2026
Has Warsh just been given a poisoned chalice?

Balance sheet risk and sticky inflation rewrite the rate-cut playbook for RIAs.

Powell refuses to leave: Trump's legal assault on the Fed forces an unprecedented stand
FIXED INCOME APR 29, 2026
Powell refuses to leave: Trump's legal assault on the Fed forces an unprecedented stand

In a historic break from tradition, the outgoing chair says he will remain on the Fed's board after his term expires — because the administration's attacks on the institution have left him no choice

Economists expect AI to lift growth, but not transform it — at least not yet
EQUITIES APR 06, 2026
Economists expect AI to lift growth, but not transform it — at least not yet

A sweeping new survey finds that experts across academia, industry and policy largely agree that artificial intelligence will reshape the economy — but disagree sharply about how much.

Insurers reel as share prices plunge after new Trump administration proposal
EQUITIES JAN 27, 2026
Insurers reel as share prices plunge after new Trump administration proposal

Stock price bloodbath as carriers lose tens of billions of dollars of market value.

The AI proficiency mirage on Wall Street’s margins
TRANSFORMATION JAN 23, 2026
The AI proficiency mirage on Wall Street’s margins

Thing your staff are ‘good’ at AI? Think again...

Court dismisses father-son's constitutional challenge to SEC industry ban
REGULATION, LEGAL & COMPLIANCE JAN 09, 2026
Court dismisses father-son's constitutional challenge to SEC industry ban

They paid $25K to settle fraud charges. Now the SEC wants them banned from the industry entirely.

Federal court blocks advisor's direct lawsuit against FINRA over BrokerCheck complaints
INDEPENDENT BROKER DEALERS JAN 06, 2026
Federal court blocks advisor's direct lawsuit against FINRA over BrokerCheck complaints

One advisor thought he found a loophole to clean his record. A federal judge had other ideas.

UBS advisor's family referral leaves client battling for $1.5M transparency
RIA NEWS DEC 23, 2025
UBS advisor's family referral leaves client battling for $1.5M transparency

A Delaware court ruling reveals what can go wrong when advisors mix personal relationships with client investments.