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Spectrum Investment Advisors Announces 2 Prestigious Awards
WFRV 5 Green Bay· 3 hours agoThe Best and Brightest Companies to Work For® is proud to announce and honor the newest 2024 winning companies. Spectrum Investment Advisors is thrilled ...
Angeles Investments Named a Greenwich Quality Leader for Seventh Consecutive Year
WJTV Jackson· 2 hours agoAngeles Investments, a multi-asset investment management firm with approximately $6.4 billion in discretionary assets and $35.7 billion in advisory ...
The DOL’s Final Fiduciary Rule Is Here. See What’s Inside!
Forbes· 4 days agoThe final rule is readily available on the DOL website, awaiting its official publication in the Federal Register on April 25, 2024. In short, it requires retirement
Roundhill Magnificent Seven ETF (MAGS) Wins "Best New ETF"
NBC 17 Raleigh· 2 hours agoIndustry recognition coincides with MAGS surpassing $250 million in assets under management. MAGS achieved this honor as its assets under management recently exceeded $250 million as of April 26th, 2024.
‘Make sure clients know what they own and why’ - InvestmentNews
InvestmentNews· 4 days agoAs registered investment advisors face an increasingly complex landscape marked by rapid...
Are RIAs failing their clients? - InvestmentNews
InvestmentNews· 15 hours agoA recent study has found that registered investment advisors may be failing their clients when it comes to personalization. The report ...
What is a fiduciary and why it’s important - InvestmentNews
InvestmentNews· 5 days agoForemost among the duties of Registered Investment Advisors (RIA) is to act as a fiduciary. In law...
SLV: Any Silver Price Decline Is A Gift, Multi-Year Bull Just Started
Seeking Alpha· 7 days agoAnalyst’s Disclosure: I/we have a beneficial long position in the shares of SLV, SIVR either through...
Boomers to pour $300B into crypto markets — Morgan Creek Capital
The Cointelegraph· 4 days agoMorgan Creek Capital CEO Mark Yusko anticipates massive inflows into the crypto market as baby boomers’ wealth, estimated at trillions of dollars, seeks entry into digital assets. During an ...
FINCEN’s AML Proposal: An Overview for Investment Advisers | JD Supra
JD Supra· 7 days agoEarlier this year, the US Department of the Treasury’s (Treasury’s) Financial Crimes Enforcement Network (FinCEN) published a notice of proposed rulemaking (the Proposal) that would subject ...
