Wall Street Spots Blockchain Opportunities as Crypto Stumbles
Traditional financial firms like Goldman Sachs, BlackRock and JPMorgan have taken only baby steps into the realm of digital assets. But the pace of their strides is picking up.
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SEC to Release New Rules for $5.5T Money-Market Industry
The SEC first introduced plans for new rules in December 2021. That proposal would have imposed swing pricing requirements that critics said could make funds more costly and less attractive.
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Stock Investors Are on Notice After Wall Street’s Fear Gauge Jumps
The market is presenting unique challenges to speculators in 2023.
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A Program on Life Settlements for Agents in the Advanced Markets
It’s time for a paradigm shift in the conversation with advisors.
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The Evolution of Small Cap Investing
In nearly 40 years, small caps have gone from fad to a fundamental asset class.
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Are Life Sciences Assets Now a Bad Bet? Not Quite.
Activist investor Jonathan Litt has tried to portray the sector as heading for a similar fate as traditional office buildings. Market data and investor activity paint a much more complex picture.
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Former LPL Exec Returns to Build Out Succession, M&A Functions
Jeremy Holly, who left the broker/dealer in 2021 to join SageView Advisory Group, has returned to lead strategic business development.
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The ETFs With the Greatest Outflows in the Past Month
These funds lost the most money over the last 30 days.
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Institutional Investors Adapt Strategies to Changing CRE Landscape
Monday, July 24, 2023 | 1:00 PM ET
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[Exclusive Research] Taking a Timeout
Institutional investors are holding commercial real estate target allocations flat, according to exclusive WMRE research.
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Cerity Partners Adds $2.5B AJ Wealth
Cerity has acquired a New York City–based firm with experience serving private equity, hedge fund and venture capital partners.
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The Word on WealthTech for July 2023
Doug Fritz, F2 Strategy's co-founder and CEO, provides his take on the most important wealthtech news of the last month.
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NAPFA Updates Membership Standards to Allow for Some Commissions
The membership organization for fee-only advisors will now allow for a de minimis amount of commission business, as long as it's relinquished.
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The ABCs of a Successful Acquisition
What’s the one essential factor in the successful acquisition of an advisory firm or practice? Susie McEuen knows.
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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.
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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.
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Unlocking Succession Gridlock
Advisory firm owners agree they should have a succession plan, but most don’t have one. Why?
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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.
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Transgender Name Changes and the Evolving Nature of State Law
Attorneys with clients who are transitioning need to keep apprised of current laws.
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Estate Planning Professional Organization Denied Tax Exempt Status
The IRS found the organization spent much time devoted to social and networking activities.
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