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SEC Approves Spot Bitcoin ETFs in Crypto's Breakthrough
By Vildana Hajric & Katie GreifeldAs a result, funds from BlackRock, Fidelity, Invesco and other firms can start trading Thursday.
January 08, 2024
Blackstone's First PE Fund for Rich Individuals Gets $1.3BThe move challenges conventional wisdom that advisors and investors should seek out only stocks, bonds and index funds.
January 08, 2024
Grayscale Tops Rivals With Highest Fee on Spot Bitcoin ETF"This fee war is the best possible situation for end investors," said a Bloomberg Intelligence ETF analyst.
January 05, 2024
Avoiding Tax Advice Liability: 9 Things Advisors Must KnowAdvisors can't file returns for clients, but there's still a lot they can do on the tax front.
January 04, 2024
Tax and Wealth Management Meet in a Growing Sweet SpotCFP and enrolled agent Dave Alison leans in to a "holistic" foundation to serve clients and advisors alike.
January 04, 2024
Is 'Your Age in Bonds' a Good Investing Rule? Rick Ferri Weighs InFerri, who provides hourly advice, gets this question from clients a lot, he tells ThinkAdvisor.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
January 04, 2024
Mercer Advisors Buys Colorado Wealth FirmIt's scooping up Transitions Wealth Management, which was founded by CPAs and now has $465 million in AUM.