VIPs Are Venturing Into Crypto, but Many Advisors Still Hesitate
By Jeff BermanWhile the new Onramp platform and big-name backers like Ritholtz Wealth could help attract RIAs to crypto, many are not convinced.
July 21, 2021
SEC Finds Wrap-Fee Failures in Advisor ExamsAfter exams of more than 100 advisors' wrap-fee programs, an SEC Risk Alert reports numerous deficiencies.
July 21, 2021
Fidelity Launches New Equity Management Solution for Private CompaniesThe company has teamed with Shoobx, a capitalization table management provider, on the initiative.
July 21, 2021
COVID-19 Slashes U.S. Life Expectancy at Age 65The news means a typical 2020 retiree might spend about 4% less time being retired.
July 21, 2021
New Senate Bill Would Extend Social Security Survivor Benefits to Age 26 for StudentsThe bill, sponsored by Sens. Bernie Sanders and Chris Van Hollen, would bring back a benefit eliminated during the Reagan administration.
July 21, 2021
Short-Term Disability Insurance Mystifies Workers: BreezeA disability web broker says the confusion has hurt many new moms.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 21, 2021
Empower to Buy Prudential's Retirement Business for $3.55BEmpower will acquire Prudential's defined contribution, defined benefit, nonqualified and rollover IRA business.