Finance News
Adjusted for Risk: Opportunities Await Advisors to Enhance Client Relationships Through Security and Privacy
BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the relationship between advisor and client is becoming tighter.
By NB
Feb 21, 2024
Court Gives Go-Ahead for Edelman’s Suit Against Mariner Wealth
A Kansas federal judge said there was some overlap between the litigation and arbitration against former Edelman advisors who left for Mariner, but it wasn’t “significant enough” to justify a pause in the case.
By NB
Feb 21, 2024
JPMorgan's Exit From Climate Group Sparks 'Greenhushing' Debate
After the bank’s asset-management arm said it was leaving Climate Action 100+, investors are questioning if this means money managers are growing fearful of anti-ESG backlash.
By NB
Feb 21, 2024
Awakening of 401(k) Plan Sponsors Creating Massive Change
And how that will change the business models of advisors.
By NB
Feb 21, 2024