News & Views

Stay in the know on Wedbush’s latest news and insights.

10/01/2025

Inflation Still on the Menu: How to Manage Rising Costs This Fall

Even as headline inflation cools somewhat, many Americans are still feeling the pinch when it comes to essentials. In August 2025, U.S. inflation rose 2.9% year-over-year, with core inflation (excluding food and energy) also up around 3.1%.[1] Meanwhile, costs for rent, utilities, and groceries continue to increase, stretching budgets.[2] With

10/01/2025

October Tax Reminders & Year-End Financial Moves

October presents both deadlines and opportunities. For many who filed for an extension, October 15, 2025 is the final day to submit your 2024 federal tax return.[1] Meanwhile, with Q4 approaching and year-end not far off, there are still tax moves clients can make now that impact 2025 and your

09/23/2025

Wedbush Fund Advisers’ IVES AI Revolution ETF Surpasses $750 Million AUM

Accelerated Growth Underscores Persistent Demand for Targeted AI Exposure Los Angeles, CA – September 23, 2025 – Wedbush Fund Advisers’ inaugural ETF, the Dan Ives Wedbush AI Revolution ETF (Ticker: IVES), has surpassed $750 million in assets under management (AUM) since its launch in June 2025, demonstrating strong investor demand

09/16/2025

Trillium Surveyor & Wedbush: Lessons from the Frontlines of 24/5 Trading

As markets evolve toward 24/5 trading, participants across the industry are adapting front- and back-office operations and the underlying market infrastructure. Brokerages, trading platforms, and surveillance providers are updating systems, staffing, and workflows to support extended trading hours, while investors and institutional clients are adjusting strategies to take advantage of

09/08/2025

Goodman Wealth Advisors Joins Wedbush Securities Wealth Management

Los Angeles, CA – September 8, 2025 – Wedbush Securities, a prominent financial services firm, is pleased to announce that Goodman Wealth Advisors (GWA) has joined the firm’s Independent Franchise Owner Network (IFON) from McDonald Partners. This addition significantly strengthens Wedbush’s wealth management presence and supports its ongoing expansion in

09/01/2025

Fall Financial Reset: Preparing Your Budget & Investments for Year-End

The crisp air of September ushers in the fall season and an opportune time to reassess your financial strategies. With the end of the year approaching, taking proactive steps now can set you up for a strong financial finish. Back-to-Routine Budget Check: After the summer’s vacations and back-to-school expenses, it’s

09/01/2025

Student Loan Repayments: Navigating the Return Under New Federal Rules

Student Loan Repayments: Navigating the Return Under New Federal Rules As September begins, many borrowers face an important financial milestone: the end of federal grace periods and the start of a new repayment cycle under updated student loan rules. With recent legal and policy changes reshaping repayment options, this fall

08/26/2025

The Hermosa Beach Open Presented by Wedbush Returns Sept. 4–7 with Defending Champions, $150,000 Prize Purse and Free Admission

Hermosa Beach, CA – August 26, 2025 – The Hermosa Beach Open presented by Wedbush returns September 4–7, bringing four days of elite professional beach volleyball, a $150,000 prize purse, and global spectators to Hermosa Beach. Admission is free for all attendees, offering fans the chance to experience the high-stakes

08/13/2025

Wedbush Securities Welcomes William Floyd as a Financial Consultant in Dallas, Texas

Los Angeles, CA – August 13, 2025 – Wedbush Securities, a prominent financial services firm, proudly announces that William Floyd has joined its Wealth Management division as a Financial Consultant. Floyd will report into the Dallas, TX office and continue Wedbush’s expansion in the area. Floyd joins from Texas Capital

08/01/2025

Last Call for Back-to-Business Tax Strategies

Last Call for Back-to-Business Tax Strategies August might signal the final stretch of summer, but it’s also a strategic window for business owners, gig workers, and freelancers to sharpen their tax and financial planning. As the slower pace of summer gives way to a busy fall, now is the time

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