MissionSquare Retirement Expands Wealth Options
The public-sector retirement plan provider will offer brokerage accounts and robo advisory services through a partnership with Apex Fintech Solutions.
SEIA Launches Tax Division, Expands Family Office Services
The $32.6 billion RIA hired Tim Gacsy to lead the new unit and partnered with Baker Tilly to bolster its family office capabilities.
Leveraged ETF Boom Creates New Ways to Profit From Sudden Bursts of Volatility
The semiconductor sector has been the hottest area for intraday strategies.
Developers, Advisors Position for Opportunity Zone 2.0 Investments
Financial advisors report growing client interest as the permanent program offers enhanced tax benefits and a 30% reduction for rural zone investments.
Consumer Groups Warn AI Provision In Crypto Bill Could Weaken State Regulators
Members of the Consumer Federation of America and the Public Investors Advocate Bar Association believe that a provision in the CLARITY Act would allow…
CFO4Life’s Leaders Accuse Focus Financial of ‘Bullying’ Tactics
The founders of the Focus Partner firm claim the RIA aggregator withheld over $1 million in fees and demanded access to personal financial data…
Adjusted for Risk: What Are the Expectations of the Nextgen Advisor?
Host Ryan Nauman interviews Concurrent CEO Nate Lenz on AI as a productivity and entrepreneurship enabler, and NextGen advisor expectations.
Philanthropy in the Age of AI
Make sure the institutions your client plans to support offer flexibility and adaptability for future scenarios.
Orange Crush: TAG Heuer Drops a Bright Revamp of the Original Metal F1 Watch
The solar-powered limited edition may be here to mark the final Dutch Grand Prix taking place in Zandvoort, but it’s the juicy iconic colorway…
When Family Is the Succession Plan
How do you evolve from a familial relationship into true business partners before transitioning ownership?