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  • Financial Advisors Should Get to Know Hazel
    by Alan Brochstein, CFA on October 10, 2026 at 2:35 pm

    Investing can be helped by artificial intelligence in many ways, and this can be good for investors. It can also good for the investment profession. A company that we have featured here before, Altruist, which was acquired by Vanguard in August, has been involved in AI for a while, and Vanguard did call out the

  • Morningstar Expands Its AI Efforts
    by NCV Newswire on October 7, 2026 at 3:32 pm

      Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights The transformed Morningstar Direct experience includes an all-new interface and purpose-built agents that are designed to help clients answer complex, high-value questions and reach decisions with greater clarity and confidence. CHICAGO–(BUSINESS WIRE)–Morningstar, Inc., a leading provider of independent investment insights, today launched Morningstar

  • Range Is Doing AI Investing the Right Way
    by Alan Brochstein, CFA on September 29, 2026 at 1:37 pm

    I  mentioned eight weeks ago an investment management company using AI technology in what seemed like a good way, and today I am taking a closer look at Range, which is based in McLean, Virginia and has a website matching its name. I pointed out that the company focuses on lowering fees investors who are

  • Free AI Course from an HR Professional
    by Alan Brochstein, CFA on September 25, 2026 at 7:23 pm

    I just completed a four-day course (just an hour per day!) called AI Literacy: Developing Your AI into a Useful Assistant. From its website: Project EM is a national initiative bringing Jewish human service agencies together by leveraging the knowledge, skills and connections of its 18 participating agencies. Project EM is focused on serving job

  • Stockhouse Is Aggressively Promoting This Company
    by Alan Brochstein, CFA on September 15, 2026 at 3:02 pm

      Readers may recall the company we called out a decade ago for its aggressive crowdfunding campaign to raise $15 million in 2016. Med-X was then a cannabis-focused company, and it was trying to raise the money for 21% of its ownership through a Regulation A+ offering. 10 years later, the same management team is trying

  • Pelorus Capital Is Potentially Perilous
    by Alan Brochstein, CFA on September 11, 2026 at 3:37 pm

      Pelorus Capital, based in Newport Beach, is an investment manager that is privately held. Its website discusses the company, but it never says why it is named Pelorus, which is a navigational tool for mariners. The “About” page discusses its ratings by Egan-Jones and the number of funded loans (73). It also shares a

  • Palantir Shows Why AI Won’t Do Your Homework
    by NCV Newswire on September 6, 2026 at 11:38 am

    Palantir Shows Why AI Won’t Do Your Homework Guest Post by Philip van den Berge, Founder and CEO, Intrinsiqq The pitch behind most AI investing products is that the hard part is already solved. Point the model at the filings, let it read faster than you can, and the answer comes out the other end.

  • Cannabis Stocks Are Lagging
    by Alan Brochstein, CFA on September 2, 2026 at 1:05 pm

    You’re reading this week’s edition of the New Cannabis Ventures weekly newsletter, which we have been publishing since October 2015. The newsletter includes unique insight to help our readers stay ahead of the curve as well as links to the week’s most important news. We no longer send these by email as we did in

  • You Might Not Win with Vincere
    by Alan Brochstein, CFA on August 28, 2026 at 7:39 pm

    In Latin, vincere means “to win.” Vincere Trading has a lot more going for it than Ridge Capital, which I reviewed earlier today, but I am cautious about it as well. I did not like the lack of transparency about the people at Ridge Capital, but the CEO is front and center in the video on

  • Don’t Fall Over the Ridge
    by Alan Brochstein, CFA on August 28, 2026 at 4:01 pm

      Ridge Capital Systems is a foreign currency software seller. It sells “AI-powered trading strategies for superior market performance.” It offers five different systems, including the R-10 and the R-50, and the R-X5 and the R-X25. The first two of these have 22 sub-systems, and the second two have a dozen. The fifth system, the R-A10,