Finance News
Transgender Name Changes and the Evolving Nature of State Law
Attorneys with clients who are transitioning need to keep apprised of current laws.
By NB
Jul 7, 2023
BlackRock’s Bitcoin ETF Application Is Refiled by Nasdaq to SEC
The new documents indicate that Coinbase will provide market surveillance in support of the proposed ETF.
By NB
Jul 7, 2023
Credit Suisse Wealth Staff Told to Prep for Management Roles
UBS is trying to retain many of Credit Suisse's wealth managers, along with the client relationships they oversee.
By NB
Jul 7, 2023
JD Power: Advisors Increasingly Bogged Down by Administration, Compliance
Advisors who said they don't have enough time with their clients spend an average 41% more time every month than peers on compliance, administrative and other 'non-value-added' tasks, according to a new J.D. Power survey.
By NB
Jul 7, 2023