Ric Edelman: Advisors Shouldn't Ignore Bitcoin, Blockchain
By Bernice NapachHe suggests a 1%-2% Bitcoin investment if clients understand the technology and risks.
January 27, 2020
Nationwide Invests in Caretech FirmVesta Healthcare systems help family caregivers and professional caregivers manage care.
January 27, 2020
LTCI Prices for Men May Be FallingNew AALTCI pricing figures suggest that prices for women may be about the same.
January 24, 2020
Survey Team Looks at Who Owns AnnuitiesOne possible implication is that income might not be everything.
January 24, 2020
More Money, More Problems: How to Help Clients Handle a RaiseA new Morningstar report offers recommendations.
January 24, 2020
FINRA Sanctions 3 Reps Accused of Falsifying DocumentsOne broker allegedly falsified signatures of clients, another faked his estranged wife's signature.
January 24, 2020
Morgan Stanley Rolls Out New Mobile Banking ProgramSeparately, the wirehouse reported that it ended 2019 with 15,468 financial advisors and $2.7 trillion in client assets.
January 24, 2020
California Couple Busted in $910M Ponzi SchemeThe scheme involved alternative energy tax credits; the couple bought 150 cars with some of the cash.