Finance News
Using Client Objections to Your Advantage
Keep things moving forward and follow up.
By NB
Jan 18, 2024
Traders Pull $579 Million Out of Grayscale Bitcoin ETF
It’s a stark difference from the other nine spot Bitcoin ETFs, which have pulled in a total of nearly $1.4 billion.
By NB
Jan 18, 2024
Edelman Presses Court to Let Suit Against Mariner Continue
Mariner asked a federal court to pause Edelman Financial Engines' trade-secret lawsuit during an ongoing arbitration process. Edelman says that would only let Mariner continue raiding its advisors and clients "with impunity."
By NB
Jan 18, 2024
Morningstar To Use iCapital to Help Advisors Access Alternatives
The partnership will incorporate iCapital’s research and tools into Morningstar’s Advisor Workstation to help advisors vet, and invest in, alts from inside the portfolio platform.
By NB
Jan 18, 2024