Finance News
Mindy Diamond on Independence: Financial Advisor Economics Beyond Transition
In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short-, mid- and long-term—whether they are
By NB
Sep 8, 2023
21Shares and Cathie Wood’s ARK File for First US Spot-Ether ETF
The ARK 21Shares Ethereum ETF would be the first of its kind and, if offered, would mark the first US exchange-traded fund that’s physically backed by the second-largest cryptocurrency after Bitcoin.
By NB
Sep 8, 2023
Wealth Management EDGE Podcast: LPL Financial’s Marc Cohen on Unlocking Growth in Wealth Management
A discussion about mergers and acquisitions and how effective technology and workflow management will drive a new wave of growth in the advice industry.
By NB
Sep 8, 2023
First Citizens Restructures Wealth Leadership
In the wake of its acquisition of SVB Private, Michael Wilson will now lead the combined wealth management division.
By NB
Sep 8, 2023