Ritholtz Wealth Opens New Chicago Office
By Melanie WaddellThe new location hosts 13 full-time employees, with plans to expand soon.
May 28, 2025
Ex-Marine Conned Fellow Veterans in Ponzi Scheme, SEC SaysChristopher Aubin is accused of defrauding 24 investors, including two veterans he served with, out of $2.5 million.
May 28, 2025
How to Become an MVP for HNW ClientsThe wealthy don’t often realize what they need until a problem arises. That’s where financial advisors come in.
May 28, 2025
4 Reasons AI Training Should Come Before the Tech ItselfWhat gets lost in the buzz is that real adoption doesn’t start with access — it starts with education.
May 28, 2025
Stop Taxing Expats on Foreign Income, Groups Say as Senate Weighs Tax BillAmericans living abroad should be taxed only on U.S.-sourced income, advocacy groups argue.
May 28, 2025
Cantor Fitzgerald Agrees to Buy UBS Hedge Fund UnitThe deal includes O’Connor’s six investment strategies, which have about $11 billion in assets.
May 28, 2025
Rush to Launch Vanguard-Style Funds Draws WarningsAdding ETF share classes to mutual funds could mean taxable gains get passed on to ETF investors.
May 27, 2025
Navigating the Shifting Broker-Dealer Landscape: What Advisors SeekAmid industry consolidation and misaligned interests, advisors prioritize stability, control, culture, and client focus in their BD partnerships.