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Even with stocks only a couple of percentage points below record highs, global financial markets wobbled in August. Last week’s big focus was the continued rise in bond yields, thanks to ballooning government deficits, the monster wave of artificial intelligence debt, and inflation worries.

Neal Jannels discusses whether brokers’ CRM systems are doing enough to support client retention and capture remortgage opportunity.

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On the latest episode of The Long View, our guest was Jeff Ptak, managing director for Morningstar Research Services. We talked about why investors can benefit from simpler portfolios, less trading, and avoiding the temptation to chase performance. And how extrapolating trips them up.

Public companies in the U.S. could soon be freed of the obligation to report financial information every quarter.

If you bank online, you probably know the routine. You enter your password and then wait for a six-digit code to arrive by text. That extra step is supposed to help prove you are really you. Unfortunately, scammers have learned how to turn those codes against us.

OpenAI has added a shortcut that surfaces your four most recent photos when you long press the plus button in ChatGPT on iPhone. It lands while Apple’s own camera and visual assistant features stay unavailable on iPhone in the EU.

On August 15 we looked at Computer History, OpenAI’s new activity recorder for the Mac. The line that mattered most sat right at the end: it was not available in Europe. That changed on August 20, when OpenAI switched the feature on for the European Economic Area, Switzerland and the United Kingdom.

The real work has never been the document, the pull request, or the final build. It’s the conversation that gets you there, the back-and-forth, the pushback, the half-formed idea a teammate catches and turns into something brilliant. A brief, a deck, a block of code: they’re just proof that the real thinking already happened, together.We’ve…

Your money doesn’t need another AI review — Financial planner says stop outsourcing your patience | Mint