Robinhood Goes Live With Pilot of Advisor Referral Program
Under the Robinhood Advisor Network, which will be launched more broadly in the second quarter, RIAs will pay a portion of the gross revenue…
Category: Online News Press
New York Broker Pleads Guilty To Fraud, Identity Theft
Dean Dellas faces a lengthy prison sentence after pleading guilty to a scheme to defraud a client he met during his time as an…
Celebrity Estates: Rethinking Estate Planning for the Childfree with Dr. Jay Zigmont
Dr. Jay Zigmont explores the estate of Coco Chanel to detail how childfree and permanently childless adults face unique estate and long-term care considerations.
Fidelity: Position Portfolios for Resiliency to Navigate Volatility
Fidelity’s analysis of more than 3,000 advised portfolios at the end of 2025 found a 72% allocation to equities and heavy use of ETFs.
RPAs Face Growing Competition from Wealth Advisors over 401(k) Participants
Convergence of wealth and retirement at work is attracting more financial advisors
War in Iran Spiked Oil Prices. Trump Will Decide How High They Go
The conflict in the Middle East is driving oil prices up in a midterm year when Americans are already focused on high energy bills.
Edward Jones Wins FDIC Approval to Open In-House U.S. Bank
The FDIC and Utah regulators approved Edward Jones’s application to launch its own bank and loan company, a project the firm has been pursuing…
Apple Gives the iPad Air a Small Power Boost
The iPad Air enjoys a relatively modest update with the M4 chip and 12 gigabytes of RAM.
Unregulated Private Family Trust Companies Aren’t Just For the Ultra-Wealthy
Popularity is growing among families with net worths as low as $15 million.
Unregulated Private Family Trust Companies Aren’t Just For the Ultra-Wealthy
Popularity is growing among families with net worths as low as $15 million.