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The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.
June 22
BNY Mellon/Pershing -
While determined to capitalize on the distortions created by the coronavirus, the bank says the offering won’t “act as vulture investors.”
June 22 -
With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them
June 22 -
Granular sensitivity and remarkable speed characterized the overnight virtualization of the firm.
June 22 -
The rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets.
June 19 -
“The stocks that I hadn’t heard of three months ago all of a sudden are the most active — that’s not where investors go, that’s where traders might go or hobbyists might go,” says a private wealth advisor at UBS.
June 19 -
All of the funds in the suite carry a 0.18% expense ratio.
June 19 -
The fund from ETFMG Managers Group will track companies focused on testing and treatments of infectious diseases.
June 19 -
The firm, which has nearly tripled in size in the last year, says it continues to seek out acquisition targets.
June 18 -
The fund would provide broad-based exposure to four commodity sectors through futures contracts, according to the filing.
June 18









