February 21, 2022
« Back to Issue Archive
Download Issue View Digital Edition
Available to subscribers only
Featured News
The confusion over crypto assets
Clients are demanding access to digital assets. But how — and when — will brokers be able to sell them?
SEC fines 12 firms total of $292,523 in Form CRS enforcement actions
It's the agency's second round of Form CRS compliance cases. The SEC is encouraging firms to self-report delinquencies.
Focus Financial Partners looks to double revenue by 2025: Adolf
The RIA aggregator reported that it finished 2021 with a bang, closing 22 deals in the fourth quarter alone. For the year, it hit a new high of 38 RIA transactions.
Reassessing the 2022 Medicare premium hike
Advocates are urging the feds to lower the record hike in the Part B monthly premium for 2022 now that the price of a new Alzheimer's drug has been halved and its use is under review.
Why Envestnet is enticing advisers to dive into its massive data lake
The TAMP doubled down on its vision to aggregate the 2 petabytes of consumer spending data it collects — roughly equivalent to 1 trillion pages of printed text or 40 million filing cabinets.
