Edward Jones Adds Alt Investments, Advanced Planning for HNW Clients
By Dinah Wisenberg BrinThe firm entered into a relationship with CAIS, an alternative investment technology platform for financial advisors.
April 30, 2025
Equitable: Volatility Helps Push Individual Annuity Sales Higher"April was a good month for us," the CEO says. The first quarter also looked good.
April 30, 2025
FINRA Seeks to Streamline Reporting Rules on Outside ActivitiesSome advisors say the rule's new framework takes away some administrative burdens and adds others.
April 30, 2025
12 Counties Where Americans Reaped Biggest Investment GainsCapital gains can be an indication of wealthy-investor hotspots, SmartAsset suggests.
April 30, 2025
Morgan Stanley Offers PE Fund for Wider Swath of MillionairesIt will initially be available only to Morgan Stanley clients, with plans to open it more broadly.
April 30, 2025
How to Prevent an Inheritance Nightmare When Clients Own CryptoWithout proper planning, digital assets can be stolen or lost forever when the owner dies, attorney Michael Hackard warns.
April 29, 2025
Want to Attract More IRA Rollovers? Consider ThisJust because many people transfer funds from 401(k)s doesn’t mean it’s easy to capture that business.
April 29, 2025
Tax Court Judge Notices a Couple Keeping an AnnuityThe judge interpreted a rational asset sale strategy as a sign the couple wasn't under severe financial pressure.