10 Estate Planning Strategies to Rethink After the Secure Act
By Roger WohlnerNearly three years in, parts of this mammoth retirement law still haven't been finalized.
October 12, 2022
6 Things Advisors Should Look For in Client-Friendly TechnologyInvestors are generally satisfied with their wealth managers but are significantly less satisfied with their digital tools.
October 12, 2022
Why the SEC Should Default to E-DeliveryInvestors prefer electronic delivery of documents, and it's secure and easier to maintain than paper.
October 12, 2022
Ex-RIA Comptroller in Father-Daughter Ponzi Scheme Gets 6-Year SentenceThe former comptroller's father, an ex-Securities America broker, was previously sentenced to 13 years in prison.
October 12, 2022
Betterment Launches 4 Crypto PortfoliosThe robo-advisor is offering four curated crypto portfolios and recommends limiting exposure to 5% of investable assets.
October 12, 2022
Grayscale: SEC Broke the Law in Bitcoin ETF DenialThe SEC in June denied Grayscale's application to turn its bitcoin trust into a spot bitcoin ETF.
October 12, 2022
10 Good Stocks for Riding Out a Recession: MorningstarThese companies are robust, highly profitable and trading on the cheap, according to Morningstar analysts.
October 12, 2022
Peter Mallouk: 4 Ways Investors Burn Themselves in Bear Markets"Bear markets are hard enough to get through without getting in your own way," Creative Planning CEO Peter Mallouk tweeted.