Snappy Kraken Rolls Out New Marketing Platform
By John ManganaroThe firm is deepening its commitment to the enterprise segment of the advisor industry, CEO Robert Sofia says.
August 16, 2024
Vanguard to Launch 2 Active Muni ETFsThe investment giant's new funds will offer diversified exposure across sectors, states and credit quality.
August 16, 2024
Raymond James' Expands Leadership ReshuffleThe firm's latest shifts come five months after Chief Executive Officer and Chair Paul Riley said he planned to retire from the CEO slot.
August 16, 2024
Stellex Capital, Communify Acquire FincentricFormer InvestCloud CEO John Wise now heads the newly formed comprehensive digital platform for financial institutions.
August 16, 2024
Harris Set to Propose Tax Cuts and SubsidiesThe news follows a recent push by Trump running mate JD Vance for a $5,000-per-child tax credit.
August 15, 2024
Long-Term Care Costs Emerge as a Top Issue for Older AmericansThe results show what election candidates courting voters over 50 should talk about, researchers say.
August 15, 2024
Hamilton Lane Tokenizes $5.6B FundThe fund is now accessible via a feeder fund located on the Polygon blockchain; its investment minimum is $20,000.
August 15, 2024
SEC Accuses Ex-Advisor of $300M Ponzi SchemeRussell Todd Burkhalter bought a luxury lifestyle with funds from over 2,000 investors, the agency alleges.