Finance News
Morningstar: Emotions are Stickier Than Returns
Morningstar research finds trust, communication and behavioral guidance may be more important to client retention than returns on investment.
By NB
Jan 24, 2024
15 Investment Must Reads This Week
Nasdaq looked at why Bitcoin prices have dropped since the SEC approved spot Bitcoin ETFs. Private equity fundraising hit a six-year low in 2023, according to Preqin data. These are among the investment must reads we found this week for wealth advisors.
By NB
Jan 24, 2024
Mariner Advisor Sues Avantax Over 'Unenforceable' Restrictive Covenants
Molly Nelson is suing her former employer Avantax in Montana federal court, claiming the restrictive covenants she signed would make it impossible to work in the industry.
By NB
Jan 24, 2024
Far From Dead, the 60/40 Portfolio Is Thriving
Balanced portfolio construction will likely prove fruitful in 2024.
By NB
Jan 24, 2024