Perplexity Upgrades Finance Capabilities

Published on March 12, 2026

The artificial intelligence platform’s upgrades include a partnership with Plaid to access and integrate brokerage data.

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M&A Has Changed and So Has the Cost of Waiting

March 12, 2026
Remaining on the sidelines may feel prudent, but it introduces compounding challenges that are easy to underestimate.

New York Advisor Pleads Guilty to Misusing Millions in Investor Funds

March 12, 2026
Solomon Lichtenstein faces five years in prison for misappropriating client funds for personal expenses and to pay back existing investors.