TIAA Sues Ex-Advisors for Allegedly Soliciting Clients
By Jeff BermanThree advisors left TIAA to start Tidewater Wealth Management and allegedly tried to take clients with them.
October 19, 2021
What the First Bitcoin Futures ETF Means for AdvisorsBITO paves the way for more ETFs based on Bitcoin futures but not ETFs that hold actual Bitcoin, say analysts.
October 19, 2021
Grayscale Moves Ahead on Plans to Convert Bitcoin Trust to ETFThe NYSE has just filed with the SEC to list the Grayscale Bitcoin ETF.
October 19, 2021
Year-End Roth IRA Planning: 4 Reasons to Convert in 2021The proposed elimination of the backdoor and mega backdoor Roth creates additional year-end planning issues this year.
October 19, 2021
Kotlikoff: Inflation Is a Stealth Social Security CutNot only do COLAs have little muscle but retirees find more of their benefits subject to tax, the economist tells ThinkAdvisor.
October 18, 2021
7 Steps to Keeping a Client Whose Advisor Has Left the FirmAn established advisor quits. Their accounts are now yours. What do you do? Act quickly.
October 18, 2021
Interactive Brokers Launches Crypto Trading for RIAsInteractive Brokers is hoping that crypto will help expand its current base of 5,731 RIA clients.
October 18, 2021
2 Crypto-Lending Firms Ordered Shut by N.Y. Attorney GeneralRegulators in several states are taking aim at crypto lending firms, which have rapidly gathered tens of billions of dollars.