Finance News
Risky Exchange-Traded Notes in Spotlight With Arrival of ‘XXXX’
The MAX S&P 500 4X Leveraged ETNs, which launched last week with the eye-catching XXXX ticker, promise to quadruple the daily returns of the benchmark index.
By NB
Dec 15, 2023
Edelman Financial Engines Acquires $1.5B Retirement Plan Consultant
The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.
By NB
Dec 15, 2023
Capitaliz Rolls Out New Features to Make Client Business Valuations Easier
New to the U.S. market, Capitaliz has rolled out a set of valuation tools for advisors working with business-owner clients.
By NB
Dec 15, 2023
Mindy Diamond on Independence: Lessons from the Life of Serial Entrepreneur Steve Lockshin
Steve Lockshin, founder of AdvicePeriod, Vanilla, and others, offers a unique perspective on how an advisor’s entrepreneurial DNA can drive their ability to serve clients and grow untethered, particularly in the independent space.
By NB
Dec 15, 2023