Honoring Advisors Who Serve(d): Fourth of July, 2024
By ThinkAdvisor Editorial StaffIn honor of Independence Day, we're highlighting stories of veterans in the advisory world, in their own words.
July 02, 2024
Only a Bear-Market 'Shock' Can Upend Tech: JPMorgan's KellyIt would take an extreme blow to market sentiment to derail the flow of cash into the Big Tech names soaring in 2024, the strategist says.
July 02, 2024
New SEC RILA Rules Accentuate the Negative, Commissioner SaysRegistering new products will get easier, but the required notices could scare off investors, Hester Peirce warns.
July 02, 2024
WisdomTree Unveils Portfolio Solutions for AdvisorsThe service is intended to help advisors manage and implement asset allocation decisions, among other features.
July 01, 2024
SEC to Let Insurers Register RILAs on a Simpler FormThe shift also affects market-value-adjusted annuities but not annuity spigots plugged into ordinary portfiolios.
July 01, 2024
Ex-Billionaire Gets 7 1/2-Year Sentence for Defrauding Investors Goldman, GoogleRishi Shah, who sold ads on TVs in doctors' offices, was convicted of over a dozen fraud and money laundering charges last year.
July 01, 2024
Jeremy Siegel: Stock Market Prefers TrumpEconomist Jeremy Siegel and Ritholtz Wealth CEO Josh Brown both noted Trump's Wall Street-friendly policies.
July 01, 2024
Capital Group Launches 7 New Active ETFsThe latest offerings by the home to American Funds encompass four equity and three fixed income baskets.