Osprey Funds, Bitcoin Trust Sponsor, Is Going Indie
By Bernice NapachOsprey Funds is separating from its parent company, REX Shares, to help continue its growth and meet demand for new products.
March 18, 2021
Edelman, Other Players on Cusp of Crypto-Related Offerings"In the next year or two, Bitcoin will be as common in client portfolios as stock ETFs," Ric Edelman tells ThinkAdvisor.
March 18, 2021
Don't Forget These New Rules for RMDsThe Secure and Cares Acts brought several changes to retirement plan distributions that advisors should be aware of.
March 18, 2021
Smart Outsourcing Can Be a Game-Changer for RIAsOutsourcing can offer a broad range of solutions but it's critical to weigh the pros and cons.
March 18, 2021
Envestnet Buys Tech From Apprise Labs to Enhance Client Portal: Tech RoundupAlso, Envestnet's Variable Annuity Program has been expanded to become the Envestnet Insurance Exchange.
March 18, 2021
What If My Prospect Takes My Information to Another Advisor?An annuity wholesaler says a guilt trip is not a great sales strategy.
March 18, 2021
Dynasty Adds Execs in Florida From UBS, TD AmeritradeThe company has also expanded its M&A and capital strategies department.
March 18, 2021
How to Stop Toxic Positivity From Eroding Your Firm's CultureAn open and honest company culture requires openness to negativity.