Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech Roundup
By Jeff BermanAlso, SEI expands its strategic pact with fintech firm Canoe Intelligence.
November 23, 2022
Should the DOL Limit Annuity Sales Commissions?Our two Tax Facts authors debate whether proposed regulations limiting commissions are in the best interest of clients.
November 23, 2022
14 Ways to Make a Good Impression at Holiday PartiesBeing the ideal party guest can lead to more future invitations from wealthy friends and clients.
November 23, 2022
8 Market and Economic Predictions for 2023Some market strategists expect a better year ahead, while others predict a recession.
November 23, 2022
10 Reasons for Advisors and Clients to Be ThankfulAs bad as this year may have been, it's not hard to find at least a few reasons to give thanks.
November 23, 2022
4 New SEC Rules to WatchThe agency has proposed and adopted several "significant" new rules in the past few weeks, its Investment Management chief says.
November 23, 2022
From Tom Brady to Shaq, FTX's Celebrity Promoters May Be On the Hook for DamagesThe stars' wealth makes them a juicy target for investors looking to recover some losses from the bankrupt cryptocurrency exchange.
November 23, 2022
Fidelity to Convert 6 Active Funds to ETFsThe expense ratio of the new "disruptive" ETFs, to be launched by June, will be 0.50%.