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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 -

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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 -
Dr. Jason Tibbels is a family physician and the chief medical officer of the specialty care platform Lantern. He is also a member of NCQA and the Texas Medical Board, and he previously served as Chief Medical Officer of Teladoc
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 -
Gregory Bernstein is the co-founder and CEO of The New Industrial Corporation, an investment company that specializes in project development at the intersection of venture and infrastructure capital. He is the co-founder of Reindustrialize, has been a venture capitalist with both EQT Group and Acequia Capital, and a ship captain in the U.S. Coast Guard.
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










