The Latest

The SEC has approved the first U.S. exchange-traded funds investing directly in ether, the world's second-largest cryptocurrency.

Stan Hannah, Ph.D., is a partner in Plante Moran's talent development practice.

Paul Bryant is partner of advocacy, equity and engagement at Plante Moran.

Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.

Josh Jones is Chief Revenue Officer at Kapitus, one of the most reliable and respected names in small business financing. With over 15 years of experience, Josh has a specialization in building brands and has a proven track record of successfully establishing, reorganizing, and scaling businesses within FinTech. Kapitus provides growth capital to small businesses and has provided over $6 billion to over 50,000 small businesses since 2006.

Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam.

With brokerages, consolidation, lawsuits and more, independence ain’t what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence.

Instead of shying away from fraught interactions as the presidential race heats up, financial advisors say it's important to face them head-on.

While she has promoted the Biden administration's policies, she has campaigned on ideas that are more far-reaching in scope than the president's plans.