Finance News
RIA Roundup: Sequoia Financial Group to Add Special Needs Expertise with Affinia
Sequoia Financial Group is adding a team specializing in special needs families, while Wealth Enhancement Group announced its 10th acquisition of the year, a CPA practice has returned to Cetera and Kestra onboarded $1.6 billion in the second quarter. Some
By NB
Aug 19, 2023
Muni Investors Can Find Bargains in Unlevered Closed-End Funds
Unlevered municipal bond closed-end funds traded at a discount to their net asset value of roughly 12%, according to Bloomberg data.
By NB
Aug 19, 2023
SEC Set to Greenlight Ether-Futures ETFs in Win for Crypto Industry
Nearly a dozen companies have filed with the SEC to launch ETFs based on Ether futures.
By NB
Aug 19, 2023
401(k) Millionaires Stage a Comeback With Another Quarter of Gains
The tally of seven-figure retirement accounts at Fidelity is climbing as stocks bounce back after falling in 2022.
By NB
Aug 19, 2023