Fidelity to Launch Inaugural Bitcoin Fund for Wealthy Investors
By Michael McDonald and Vildana HajricThe passively managed product should be made available to qualified buyers through RIAs, family offices and other institutions.
August 28, 2020
Focus Financial Buying $2.5B RIAThe group, which includes 65 partner firms with $200 billion in client assets, is eyeing more deals this year, says CEO Rudy Adolf.
August 28, 2020
Advisor Ad Rule Changes Coming in October: SECThe commission will take up changes to investment advisor advertising and solicitation rules.
August 28, 2020
DOL Fiduciary Rule Hearings to Be Held on Quick Timeline With Limited TestimonyThere are several notable differences from when the Obama Labor Department held hearings on the 2016 fiduciary rule.
August 27, 2020
A Retirement Planner Raised Her Fees. The Result: Wealthier Clients, More GrowthMany female advisors undercharge, Dana Anspach of Sensible Money tells ThinkAdvisor.
August 27, 2020
Hightower, LaSalle Add New Groups: Recruiting RoundupMeanwhile, Advisor Group shares plans for its national conference and one of its broker-dealers brings on a team from Ameriprise.
August 26, 2020
5 Ways to Connect With Gen XHere are some scenarios that might derail retirement or other significant financial goals, if left undetected.
August 26, 2020
Why You Should Stay Vigilant About Regulations During the PandemicThe SEC and its state brethren recently have come down on some displaced advisors, so beware.