Financial advisor news, market insights, and practice management essentials.
The fund, based on Ives’ proprietary research, targets companies leading the charge in robotics, semiconductor chips, retail products, and more.
While the idea isn’t exactly new, the accounts are designed to help parents prepare for their children’s financial futures.
Spot Bitcoin ETFs garnered inflows of nearly $9.6B over roughly the past five weeks, according to Morningstar Direct data.
Just under 16,000 RIA firms employed more than 1 million non-clerical workers managing a total of $144.6 trillion in assets.
Crypto is still new territory for plenty of advisors, but ETFs are making it easier for investors to gain exposure.
The regulator nixed Biden-era guidance that discouraged 401(k) plans from including crypto and other digital assets.
The move would increase its advisor workforce by 2%, outpacing the industry average growth rate of 0.3%.
The vehicles have seen $427 billion in inflows, outpacing the roughly $301 billion from last year, per Morningstar.
The research found the traditional view of 2% annual growth in GDP isn’t likely to pan out.
While some tax saving aspects could benefit clients, advisors said other provisions could negatively impact the economy at large.
Well-intentioned employees can easily fall into digital scammers’ traps.
What would you do if you found out you had 12 months to live?
The bank’s CEO said clients can trade bitcoin, but remained outspoken about the dangers.
The membership-based option may collide with other consulting and peer network services for new RIAs.
The Rayliant founder and CIO talks emerging markets, global trade, and Japanese growth.
A fundamental challenge for robo-advisors, at big brokerages and independent shops alike, has been the razor-thin margins.
While LPL traditionally marketed to advisors, the new effort aims to make its name more recognizable to everyday investors.
Basic Capital wants to shake up retirement savings by financing multiples of workers’ contributions to increase the power of compounding.
Expert opinions on artificial intelligence vary, but one thing is certain: Change is inevitable.
Shares of the country’s largest independent broker-dealer surged 13% over the past week.
