Raymond James Picks Up $2.9B Baird Team
By Jeff BermanReston, Virginia-based Wise Investor Group joined Raymond James & Associates, the firm's employee advisor channel.
October 12, 2022
How Model Portfolios Can Free Up Advisors' TimeWith less time spent on portfolio building, advisors can focus on financial planning and other client-facing activities.
October 12, 2022
Ex-RIA Comptroller in Father-Daughter Ponzi Scheme Gets 6-Year SentenceThe former comptroller's father, an ex-Securities America broker, was previously sentenced to 13 years in prison.
October 12, 2022
Betterment Launches 4 Crypto PortfoliosThe robo-advisor is offering four curated crypto portfolios and recommends limiting exposure to 5% of investable assets.
October 12, 2022
Grayscale: SEC Broke the Law in Bitcoin ETF DenialThe SEC in June denied Grayscale's application to turn its bitcoin trust into a spot bitcoin ETF.
October 12, 2022
Peter Mallouk: 4 Ways Investors Burn Themselves in Bear Markets"Bear markets are hard enough to get through without getting in your own way," Creative Planning CEO Peter Mallouk tweeted.
October 12, 2022
El-Erian: Economy Is Starting to 'Go Through the Windshield'The rapid pace of interest-rate hikes "is not stepping on the brakes, this is slamming the brakes," said the Allianz SE chief economist.
October 12, 2022
Joe Duran: What Investors Need From Financial Planners During Tough TimesInvestors are seeking "financial clarity and control," the Goldman Sachs Personal Financial Management head says.