Ritholtz-Affiliated VC Fund Invests in RIA Software Platform
By Jeff BermanThe Compound Capital Fund I has taken an unspecified stake in SmartRIA, a compliance software platform.
June 28, 2022
Your Clients Still Have Retirement Savings Holes to Fill: Kevin MechtleyOne constant is that retirement savers are continuing to look for value and safety, he says.
June 28, 2022
Weak Care Access Plagues Some Dying Medicare Plan Enrollees: GAOIs your client in a plan with a misleading provider directory?
June 28, 2022
11 Most Livable Cities in the World: 2022The Economist Intelligence Unit found big shifts from 2021, owing to easing pandemic restrictions and Russia's invasion of Ukraine.
June 28, 2022
Goldman Says Losses From Its Consumer Push to Top $1.2B This YearThat tops the roughly $1 billion hit Goldman estimated for 2020, saying it would be the low point for the Marcus venture.
June 28, 2022
COVID-19 Reminded Business Owners About Exit Planning: Steve ParrishA top planner looks at how helping a client sell a firm and retire on its value works today.
June 28, 2022
Cathie Wood Says She Got Inflation Wrong, Continues Ark StrategyThe flagship Ark Innovation ETF has fallen about 53% this year; yet Wood maintains she'll "stick to her knitting."
June 28, 2022
5 Ways Life Insurance Can Boost Clients' Retirement PlansIt's a Secure Act-friendly estate planning tool. But that's not all, David Blanchett, Michael Finke and Dennis Martin say.