Finance News
Creative Planning Expands Tax Expertise With Latest Acquisition
The deal to acquire CTB Financial Services will bring more tax-focused investment strategies to Creative Planning’s client base.
By NB
Aug 23, 2023
Snappy Kraken Unveils AI-Powered Email Builder
The new tool uses an API integration from OpenAI, the creator of text-based chatbot ChatGPT and image generator DALL-E.
By NB
Aug 23, 2023
RIA Edge Podcast: Lido’s Ken Stern on Navigating Growth and Culture in Wealth Management
This era in wealth management has seen unparalleled growth opportunity. Lido Advisors has embraced this golden age of shifting demographics and technological advancements to be one of the fastest growing and successful firms in the industry.
By NB
Aug 23, 2023
Ethics Considerations When Entering Into Office Sharing Arrangements
ABA Formal Opinion 507 addresses some of these issues.
By NB
Aug 23, 2023