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  • News
  • August 29, 2023

Spot bitcoin ETF inches ahead with SEC’s court loss

Advisors have a range of stances on cryptocurrency, even in ETF form.

  • News
  • August 29, 2023

Schwab, TD sued for failing to protect customer data from MOVEit hack

The class-action complaint alleges the hack exposed personal information of 61,000 TD customers.

  • News
  • August 29, 2023

Baird adds trio who managed $500M at Zions

The three advisors have joined Baird’s office in Salt Lake City.

  • News
  • August 29, 2023

Pre-retirees favor advisors with national firm affiliation

Cerulli Associates research reveals how reliance on advisors rises as retirement approaches.

  • News
  • August 29, 2023

Female-led $325M duo launch sports and entertainment focused firm with LPL

New independent wealth firm also specializes in helping women in transition.

  • News
  • August 29, 2023

Stocks gain as markets await raft of US and global data

US GDP, consumer confidence, labor, and more are due this week.

  • News
  • August 29, 2023

Economists now think China will miss growth expectations

Earlier predictions have been trimmed and the #2 economy could still face a hard landing.

  • News
  • August 29, 2023

ETF claims ESG credentials for energy-guzzling cryptos

Despite 'fully decarbonized' claim, environmentalist questions validity.

  • News
  • August 29, 2023

Ultimate status symbol? The ‘billionaire’s handshake’ watch

At an average $51K each, could these timepieces prove to be a good investment?

  • News
  • August 28, 2023

Why psychology-driven financial planner believes industry is ripe for change

InvestmentNews Women to Watch judge Sonya Lutter says it’s vital for other women to see female leadership