Advisors Want a Spot Crypto ETF: Nasdaq Survey
By Jeff BermanMore than 70% of crypto-embracing advisors would more likely invest client assets in crypto if a spot ETF was available.
April 08, 2022
Nearly All Merrill Brokers Expected to Shift to Teams by 2030While it's unclear if teaming will be required, such a mandate could prompt some advisors to flee, recruiters say.
April 08, 2022
When Is a Good Time to Talk With Clients About Life Settlements?Change may create a need for coverage, and change may create a reason to drop coverage.
April 08, 2022
Former Goldman Banker Ng Found Guilty in 1MDB Fraud SchemeRoger Ng, the only Goldman Sachs banker to go to trial over the global scandal.
April 08, 2022
Debate: Should RMDs Begin at Age 75 Instead of 72?Two professors share their opinions about one of the major changes proposed in Secure Act 2.0.
April 08, 2022
Heather Nagengast to Lead Penn Mutual Career Agency SystemBrown & Brown, Venerable and MetLife also have personnel moves news this week.
April 08, 2022
Creative Planning Announces 3 More RIA DealsThe latest announced acquisition for the firm is Illinois-based Heritage Way Advisors, with $450 million in AUM.
April 08, 2022
Top 10 States for Household IRA AssetsTypical asset totals in IRAs and Keogh plans are more than twice as high in some states as in others.