How 11 Advisors Are Shifting Portfolios Now (or Not): Advisors' Advice
By Dinah Wisenberg BrinWe asked several financial professionals how they are advising clients to diversify amid the current volatility.
July 06, 2022
First Trust Capital Buys Direct Indexer VeritiFirst Trust works with about $203 billion of assets, while Veriti has about $1 billion on its platform.
July 06, 2022
Best & Worst BDs for Advisors: J.D. Power, 2022Overall satisfaction is lowest among employee advisors with the longest tenure, representing a huge attrition risk to their firms.
July 06, 2022
Stifel Broker Killed in Highland Park ShootingStephen Straus worked for 54 years as a broker, 24 of them at Stifel.
July 06, 2022
Nationwide to Cut Long-Term Care Policy PricesThe move will lower CareMatters II costs by an average of 5%.
July 06, 2022
No Surprises Act Arbitration BasicsThis conflict could affect what happens when your clients get some types of care out-of-network.
July 06, 2022
New Crypto Law Would Ease Tax and Reporting HeadachesThe bill's de minimis exclusion of up to $200 per transaction would allow cryptocurrency to function more like currency.
July 06, 2022
Crypto 'Fear and Greed' Gauge Improves a Bit After SelloffThe Fear and Greed Index for crytocurrencies climbed to 19, marking the highest point in two months, according to Arcane Research.