Finance News
RIA Roundup: MAI Picks Up $1.4B RIA in Cincinnati
At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches.
By NB
Jan 13, 2024
Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management
The Carson Group president discusses how she and the company are investing in women.
By NB
Jan 13, 2024
What to Tell Investor Clients About Bitcoin ETFs
The pros and cons of Bitcoin ETFs and how clients can get in on the action.
By NB
Jan 13, 2024
Spot Bitcoin ETF Race Kicks Off With a Fee War
Spot Bitcoin ETFs like the 11 just approved by the SEC offer significant advantages over the earlier options for financial advisors seeking to access cryptocurrency exposure, according to CFRA's ETF analyst.
By NB
Jan 13, 2024