When Will We Finally Get a Spot Bitcoin ETF?
I’d say some projects are more transparent than others, but even those projects that do disclose information about themselves or...
life insurance
Donor-Advised Funds vs. Direct Donations: Which Should Clients Choose?
Donors who have not done sufficient charitable planning may turn to their advisors to determine how and which assets they...
8 Reasons Stress Testing Your Client's Financial Plan Is So Important
While having a strong financial plan in place is crucial, stress testing that plan and assessing emergency risks is critical...
Kitces Raises Concerns With Colorado Financial Planning Guide
What You Need to Know Kitces' main concern is how the guidance pertains to the regulation of financial planning services...
Tactical Funds Fumbling Their Chance to Shine This Year: Morningstar
What You Need to Know Conditions should be good for tactical-allocation funds this year after they lagged peers for a...
Captrust Adds $4B RIA Based in Missouri
Captrust, founded in 1997 in Raleigh, North Carolina, has more than 1,100 employees across 70 U.S. locations. The firm had...
How this award-winning advisor and his clients are building Guatemalan schools
“We wanted to honour every new client and whomever referred them to us by giving it all to the foundation...
Abacus Life to Use Blockchain to Track Life and Annuity Details
What You Need to Know Abacus Life will work with BlockCerts to put policy and contract details and sale history...
Housing market downturn poses challenges for Canadian banks
While DBRS Morningstar expects a structural supply-demand imbalance to create a floor for Canadian housing prices over the long term,...
Stressed Workers Could Use a Little Professional Advice on Retirement Saving: Schwab
What You Need to Know Just 47% of respondents in a recent Schwab survey said they were very likely to...
