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Josh Brown, CEO of Ritholtz Wealth Management, invests in the fintech firm and joins its advisory board to help steer the product roadmap.
March 13 -
Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.
March 13
Digital Assets Council of Financial Professionals -
Regulators accused Cambridge Investment Research of directing clients to mutual funds and other investments that generated revenue-sharing payments when cheaper options were available.
March 12 -
High net worth individuals tend to think they can manage investing on their own. Researchers say that's an opportunity for financial advisors.
March 12 -
A federal judge agrees with Merrill that deferred compensation is a bonus used to reward employee loyalty rather than a retirement benefit protected by federal law.
March 12 -
With more views and options for financial advisors to be independent, TritonPoint Partners is offering up its take on flexibility, cash and equity, and employment status.
March 12 -
The House of Representatives passed a resolution to repeal the regulations that created reporting requirements for digital asset brokers using decentralized finance systems.
March 12 -
Organizations that work toward boosting industry diversity say President Trump and other critics may be missing the moral and business implications of their efforts.
March 12 -
The murder of George Floyd nearly five years ago prompted many wealth managers to recommit to diversity, equity and inclusion. Some worry what little progress they've shown since is now at risk.
March 12 -
In a positive sign for the economy, headline inflation slowed in February. But the reading alone likely is not enough to break the Federal Open Market Committee out of its wait-and-see mode.
March 12











