New Firm Launches Advisor-Focused Solution for Private Markets
By Jeff BermanEPIC is focusing on advisors now, but the "goal is to open up this asset class to a much larger universe of investors," its managing principal says.
June 21, 2021
Gundlach's DoubleLine Plans Closed-End Version of Shiller Enhanced CAPE Fund: Portfolio ProductsAlso, Barclays bank launched its second gold-related ETN, and ETFG and Direxion added new leveraged ETFs.
June 21, 2021
Insurers Try to Avoid Collision With State LTCI ProgramIssuers say they want business that will stick.
June 21, 2021
Integrity Marketing Acquires Two Distributors: DealsAn American Enterprise Group arm invested in an insurance recommendation system.
June 21, 2021
4 Tips for Taking Retirement Education VirtualA veteran retirement plan administrator has ideas about how to Zoom to success.
June 19, 2021
Roth IRA vs. Roth 401(k): Which Is Best for Your Clients?In some cases, both types of Roth accounts can be used together to help accomplish your client's goals.
June 19, 2021
Janney Advisor Thrives After Injury Renders Him QuadriplegicVincent Crudo tells ThinkAdvisor how work helped him maintain optimism and why he switched firms during the pandemic.
June 18, 2021
SEC Adjusts 'Qualified Client' Threshold for Advisor Performance FeesAdvisors can charge performance fees only to clients who exceed this threshold in AUM or net worth.