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Crypto rally proves short-lived as Trump's strategic reserve plan remains short on details
ALTERNATIVES MAR 03, 2025
Crypto rally proves short-lived as Trump's strategic reserve plan remains short on details

A weekend boost for five crypto tokens, courtesy of a social media post from the president, fizzled out by mid-Monday morning.

By Leo Almazora
SEC dangles $50,000 resign-or-retire incentive for employees
REGULATION AND LEGISLATION MAR 03, 2025
SEC dangles $50,000 resign-or-retire incentive for employees

A memo from SEC COO Ken Johnson gives staff several weeks to accept a voluntary separation package or early retirement.

By Bloomberg
Loneliness, risk-taking makes older Americans prime fraud targets, Finra says
RETIREMENT PLANNING MAR 03, 2025
Loneliness, risk-taking makes older Americans prime fraud targets, Finra says

Survey offers a fresh glimpse into the vulnerabilities that scammers exploit, and how targeted strategies against financial illiteracy and isolation could help.

By Leo Almazora
Berkshire Hathaway is piling cash. Advisors say that's not such a bad thing
RIAS MAR 03, 2025
Berkshire Hathaway is piling cash. Advisors say that's not such a bad thing

The company revealed a cash hoard of $334 billion last week. Does this mean CEO Warren Buffett is turning bearish?

By Gregg Greenberg
Trump's gold card visa proposal sparks questions, concerns
INDUSTRY NEWS MAR 03, 2025
Trump's gold card visa proposal sparks questions, concerns

The president's recently floated scheme to draw affluent individuals who invest at least $5 million has drawn skepticism from immigration experts and real estate industry representatives.

By Leo Almazora
Analysts speak out against $51B 'buffermania' ETF boom
ETFS MAR 03, 2025
Analysts speak out against $51B 'buffermania' ETF boom

The defined-outcome products, once offered only to institutions, are undergoing increased scrutiny as experts pan questionable hedging benefits and lost upside opportunities.

By Bloomberg
Prime Capital Financial launches UHNW family office
RIAS MAR 03, 2025
Prime Capital Financial launches UHNW family office

The Overland Park, Kansas-based RIA's acquisition of Sinecera Capital gives it a new foothold to service the ultra-affluent.

By Leo Almazora
'Start saving now' for 'collapse' of Social Security system, warns former chief
INDUSTRY NEWS MAR 03, 2025
'Start saving now' for 'collapse' of Social Security system, warns former chief

DOGE-directed job cuts have been announced and critics are worried.

By Steve Randall
Hamilton Lane launches private secondary market fund for US investors
ALTERNATIVES MAR 03, 2025
Hamilton Lane launches private secondary market fund for US investors

Firms says fund is part of its commitment to broadening private market options.

By Steve Randall
S&P 500 rally likely to be short term, Goldman’s Kostin says
INDUSTRY NEWS MAR 03, 2025
S&P 500 rally likely to be short term, Goldman’s Kostin says

Strategists expect softening market unless economic growth improves.

By Bloomberg
Is it time to dump the Magnificent Seven?
INDUSTRY NEWS MAR 03, 2025
Is it time to dump the Magnificent Seven?

Despite earnings, investors are getting jittery about big tech growth.

By Bloomberg
Investors turn to EMs in search for Trump-proof bets
INDUSTRY NEWS MAR 03, 2025
Investors turn to EMs in search for Trump-proof bets

Firms not reliant on US market, interest rates gain focus.

By Bloomberg
Greenback bears cohort is growing amid warning signs for economy
INDUSTRY NEWS MAR 03, 2025
Greenback bears cohort is growing amid warning signs for economy

Trade war concerns are increasing including reignition of inflation.

By Bloomberg
For four in five Americans, inflation is making it harder to achieve life goals
INDUSTRY NEWS FEB 28, 2025
For four in five Americans, inflation is making it harder to achieve life goals

Survey exposes how rising costs of living and economic uncertainty are shaping the different demographic cohorts' financial outlook.

By Leo Almazora
Structured annuities set record pace with $62.9B sales in 2024
RETIREMENT PLANNING FEB 28, 2025
Structured annuities set record pace with $62.9B sales in 2024

Total annuity sales reached $427 billion, with index and variable annuity product sales also accelerating for the year.

By Leo Almazora
BlackRock introduces its bitcoin ETF into model portfolios
ALTERNATIVES FEB 28, 2025
BlackRock introduces its bitcoin ETF into model portfolios

The addition sounds risky at a time of cratering bitcoin prices, but the asset management titan says advisor demand is strong.

By Bloomberg
The Fed's 'preferred' measure of inflation is core PCE. Do advisors favor it as well?
RIAS FEB 28, 2025
The Fed's 'preferred' measure of inflation is core PCE. Do advisors favor it as well?

The Fed is well known to view core PCE as its inflation indicator of choice. However, wealth managers have their own preferences.

By Gregg Greenberg
Certifications give advisors a clear economic edge, IWI says
PRACTICE MANAGEMENT FEB 28, 2025
Certifications give advisors a clear economic edge, IWI says

The institute's new research indicates advisors who've earned CIMA, CPWA, and RMA designations outclass their non-credentialed rivals.

By Leo Almazora
How to differentiate to attract high-net-worth clients
OPINION FEB 28, 2025
How to differentiate to attract high-net-worth clients

Advisors working at the highest wealth levels do three things differently to show their value and stand out.

By Theresa Bursey
A crypto-friendlier SEC says meme coins aren't securities
ALTERNATIVES FEB 28, 2025
A crypto-friendlier SEC says meme coins aren't securities

So-called meme coins, including those launched by the president and first lady, fail the SEC's Howey Test, the agency said.

By Emile Hallez