Third of Women Say It Will Take a Year or Longer to Financially Recover From COVID-19
By Janet LevauxWomen of color anticipate it could take them an average of six years, according to an Edelman Financial Engines survey.
March 18, 2021
Dynasty Adds Execs in Florida From UBS, TD AmeritradeThe company has also expanded its M&A and capital strategies department.
March 17, 2021
Barry Ritholtz: How to Pick a SPAC (If You Must)The Ritholtz Wealth CIO also told ThinkAdvisor his thoughts on the GameStop frenzy, Bitcoin and why his strategies are named after NASA missions.
March 17, 2021
In Case of Capital Gains Tax Hike, Don't PanicWhile a large increase in the tax is unlikely, here's how you can help your clients prepare.
March 16, 2021
Wall Street Steps Up Bitcoin ETF Push With SEC Verdict UnknownWisdomTree, VanEck, NYDIG and Valkyrie have filed applications for ETFs tracking the largest cryptocurrency; Grayscale is building a team.
March 16, 2021
CI Financial to Buy $4.7B RIA in AtlantaAs part of the deal, Emigrant Partners — part of New York Private Bank & Trust — is selling its minority interest in Brightworth.
March 15, 2021
Beware of 'Over-Segmenting' Your ClientsMarketing and fintech expert April Rudin discussed some Merrill data on wealthy clients that "flies in the face" of conventional wisdom.
March 15, 2021
7 TED Talks Advisors Recommend: 2021Although a few of these talks discuss managing money, all dive into managing one's life.