Donor-Advised Fund Grants Surpassed $30B for First Time in 2020
By Michael S. FischerFor the 11th consecutive year, the National Philanthropic Trust identified growth in all key metrics.
November 11, 2021
FINRA's New Fingerprint Process Starts Dec. 6BDs and funding portals must send fingerprints to FINRA's designated fingerprint provider, Sterling.
November 11, 2021
XYPN to Launch Virtual Assistant Program for Advisor MembersA pilot for the program is expected to start in Q2 2022, says Alan Moore, XYPN CEO and co-founder.
November 11, 2021
Bitwise Withdraws Bitcoin Futures ETF ApplicationBitwise is the second asset manager to step away from a Bitcoin futures ETF, following Invesco in late October.
November 11, 2021
Jury Finds Priest Serving as Hedge Fund Advisor Made False StatementsHowever, the jury did not find the priest engaged in a fraudulent scheme or that he violated the Investment Advisers Act as alleged by the SEC.
November 11, 2021
'Wolf of Wall Street' Prosecutor Joins Crypto Investment Startup as General CounselAdam Schuman is taking over as the top lawyer for ex-Morgan Stanley co-president Zoe Cruz's digital asset investment banking company Menai Financial Group.
November 11, 2021
Evergreen Annuity & Life Aims to Serve Cannabis GrowersToday, cannabis firms often have trouble finding life insurers that will take their payments.
November 11, 2021
Vanguard Model Portfolios Added to CircleBlack Platform: Tech RoundupAlso, Betterment for Advisors made a deal with an advisor-client matchmaker.