ARK's Cathie Wood: Big Shift From Bonds to Stocks Is Coming
By Bernice NapachAlternative assets, including real estate and Bitcoin, will also benefit from this shift, she says.
January 13, 2021
Ed Slott Joins American College FacultyThe CPA will contribute to College's RICP program and help staff focused on retirement distribution planning.
January 13, 2021
PPP Borrowers Should Act Fast, Expect More Scrutiny: AICPA"The SBA is doing more vetting for potential fraud," said Erik Asgeirsson, president and CEO of CPA.com.
January 13, 2021
Top 10 Predictions for Wealth Management in 2021: Aite Group"The length of the pandemic is changing our industry for good," Aite research director Alois Pirker says.
January 13, 2021
AHIP Is Reviewing Its Political Giving PoliciesThe health insurer group says keeping citizens and political leaders safe will be a contribution priority.
January 13, 2021
Cetera Buys $4B Affiliated Firm"Cetera is a ready buyer" of advisors' businesses, as well as large enterprises and super OSJs, says CEO Adam Antoniades.
January 12, 2021
Biden to Pick Gary Gensler for SEC Chief: Reuters"A knowledgeable and aggressive choice," lawyer Nick Morgan says.
January 12, 2021
Number of Female CFPs Grew 3% in 2020The trend line is promising, but the field still has a long way to go to promote diversity, financial planner Melissa Brennan tells ThinkAdvisor.