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A firm designed for the digital age
Virtual meetings have personalized relationships with clients, says Rianka Dorsainvil, co-founder of 2050 Wealth Partners.
‘In my ethos, it’s about … how you impact the world’
An attorney by background, Grant Rawdin says a dedication to the client’s best interests is at the heart of what he does.
Cetera bolsters credit union commitment with new council
Seven founding members from Cetera’s credit union partners are coming together in a forum to improve wealth offerings in the sector.
Omaha senior loses thousands to Dave Ramsey impostor
A scammer lured the 72-year-old into a fraudulent bitcoin investment by spoofing the advisor-cum-radio show host’s website.
Bankman-Fried gets 25 years in prison for FTX fraud
'There is a risk that this man will be in a position to do something very bad in the future,' the judge says. 'And it’s not a trivial risk. Not a trivial risk at all.'
AI is facilitating financial fraud, Treasury warns
Advances in artificial intelligence make it easier for criminals to impersonate customers and craft increasingly sophisticated email phishing attacks, according to a report.
Altruist launches high-yield cash product for advisors
The new product arrives as saving rates and returns are subdued.
New records for stocks as quarterly gain approaches
Global equities advance but markets await Fed inflation data.
No rush to cut rates, says hawkish Fed governor
Christopher Waller says recent inflation data have been disappointing.
Blackstone CEO bullish on private credit
Steve Schwarzman eyes healthcare, real estate for expansion.
Women and CPAs are in focus at RIA Choreo
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
Two-thirds of US savers are leaving interest on the table
Despite the proliferation of high-yield savings accounts online, Bankrate survey reveals most Americans are earning less than 4%.
Building wealth with nourishing advice
‘The possibilities are endless’ if you marry a staple diet of good financial habits with a plan, says entrepreneurial advisor.
The symphony of financial planning
Pop musician turned advisor on transferring skills from the studio to keeping the ‘personal’ in finance.
All US states failing to provide adequate basic financial literacy education: NFEC
Analysis finds that financial education falls short of what's offered in other subjects.
Americans want employers to provide childcare benefits, the business case looks good
A new study reveals the potential strong return on investment for employers.
Crypto industry rattled by hack that stole $63M in tokens
It's one of the biggest security incidents of the year.
Robinhood diversifies from trading with credit card launch
The platform aims to become a broader financial services firm.
2023 was boom year for health savings accounts
Devenir reports that HSAs saw robust growth in invested assets last year, along with increases in contributions and withdrawals.
California CPA firm wades into wealth with RIA partnership
Orange County accounting firm collaborates with Integrated Partners to launch a wealth management division.
