Finance News

Spot Bitcoin ETFs Highlight a Busy Month of Launches

The 11 new spot bitcoin ETFs were among the more than 50 new ETFs that debuted in January.

logo.png  By NB  Feb 7, 2024

Nepsis Nabs Choreo Director

Ed Stober will work to develop relationships within the nascent family office/CPA structure.

logo.png  By NB  Feb 7, 2024

RIA Edge Podcast: Wealthspire’s Mike LaMena on Building a Firm Clients 'Will Never Outgrow'

Wealthspire Advisors’ Mike LaMena reveals the secret to building a national RIA with a single identity that empowers advisors to bring their “personal brand” and credibility to local communities and niche markets.

logo.png  By NB  Feb 7, 2024

LPL Recruits $520M Team From Osaic

“We got tired of being shuffled around like cattle from private equity. We had no idea which direction Osaic is going,” said Jason Hohenstein, co-founder of the Equity Design Group.

logo.png  By NB  Feb 7, 2024