New Millennium Technology Trust, a closed-end information technology fund, has named Elijah Asset Management of San Francisco to serve as sub-adviser for the fund. Triax Investment Management of Toronto is the fund's adviser. The fund will trade on the Toronto Stock Exchange. RBC Dominion Securities is the lead underwriter for the public offering of New Millennium Technology. Elijah Asset Management also serves as sub-adviser to the RS Value + Growth and RS Information Age funds.
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Opponents haven't stated publicly that they will file a lawsuit, but one will almost certainly challenge the Biden administration's expansion of the fiduciary duty.
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Fidelity launched a new hub aimed at helping advisors who said they're struggling to grow organically. The move comes as LPL Financial and BlackRock launched similar hubs this year.
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Three advisory teams managing $10 billion in the San Francisco area are among an ongoing wave of departures from the biggest U.S. bank.
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Experts say that busy entrepreneurs often miss incentives and advantages available to them. Financial advisors and tax professionals can give them a nudge.
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The CEO of the RIA "roll-up" outfit thinks that ongoing industry consolidation doesn't necessarily mean all firms will start to look the same.
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