FINRA’s potential definition of complex products is so broad it could include target date funds, Dave Nadig says.
Investors responded to the Envestnet CEO’s remarks -- and analyst takes - of yesterday’s earnings call by sending company shares down sharply, while president Stuart DePina’s future role remains murky.
Fidelity CEO and Massachusetts Senator -- both powerful in their own realms -- are on a collision course amid the uncertainty surrounding cryptocurrency.
FINRA’s potential definition of complex products is so broad it could include target date funds, Dave Nadig says.
Two years on, people are rethinking the career choices they made in the heat of the pandemic. Here’s how advisors can help.
See which firms advisors and executives made moves this week in wealth management.
Congruent Solutions elevates North American chief operating officer; Edelman Financial Engines appoints chief financial officer; Verity Asset Management names director of participant engagement and ambassador for new business unit.
The limit for individuals with self-only coverage will increase by $200, and the limit for those with family coverage will increase by $450.
Redbox, ByteDance, Credit Suisse, Fitch Group, Edelman Financial Engines, E2open, WEX, American Water, Lower, Accel Entertainment, SafeBreach, AuthID.ai
The $12-trillion Boston firm shocked everyone with the timing of the ‘seminal’ move, the Labor Dept.‘s tut-tutting ‘guidance’ not withstanding, after concluding Bitcoin’s volatile days are behind it.
Suzanne van Staveren joins the country’s top registered investment advisor firm as CFO and executive vice president, with plans to spearhead organic growth and expansion through acquisitions.
Are you headed to your mailbox later today? We hope you find something good waiting on you, like a postcard or a wedding invitation or a thank you-note —
VIENNA, Va., April 27, 2022 (GLOBE NEWSWIRE) -- The Sequoia Project, a non-profit and trusted advocate for nationwide health information exchange, celebrated its 10-year anniversary Saturday. Founded April 23, 2012, The Sequoia Project has spent the last decade incubating bold new ideas and initiati…
Edelman Financial Engines, America’s top independent wealth planning and investment advisory firm,1 today announced that Suzanne van Staveren has join
The number of advisors who’ve personally invested in the new asset class nearly doubled in 2021 to 47%, according to a Bitwise/ETF Trends poll.
Everyday Wealth, a nationally syndicated radio show and podcast hosted by Soledad O’Brien and Jean Chatzky, explores important financial decisions and how they affect our lives.
Tonga is set to copy El Salvador’s Bitcoin bill, CZ is the top crypto billionaire at $96B and Jack Dorsey launches BTC defense fund.
Southwest Oklahoma City’s industrial area “is a high growth area with unlimited potential,” says Dallas-Fort Worth-based buyer of 2 OKC warehouses.
Alpha Architect has plans for an ETF that invests in companies associated with cryptocurrency mining; Osprey Funds, sponsor of the Osprey Bitcoin Trust. RIA Digital Assets Council partnered with the New York Institute of Finance for its certificate program. Schwab and Nuveen add new funds.
Gold is a noncorrelated asset that has been a store of value for millennia, but Bitcoin has the advantage of a fixed supply. I've long been a proponent of digital assets, and I still believe the "gold vs. Bitcoin" debate is silly. If you are truly a disciple of portfolio diversification, you should own gold and Bitcoin!