Wealth Management
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Company founder Jason Wenk called the published fee hikes a “miscommunication” and “embarrassing.”
Cash-rich iCapital aims to increase end-to-end support for alternative investments.
The acquisition was fueled by private equity investment from Constellation Wealth Capital.
The separately managed account strategy will provide direct access to Bitcoin and Ethereum while being actively managed.
Evolve Funds says it is the first artificial intelligence ETF that uses generative AI to track AI-involved companies to be traded in Canada.
The deal brings Caprock’s AUA to more than $11 billion.
David Canter talks about his role and trends he’s seeing for advisors.
A new Department of Labor rule may make that the case for retirement advisors.
