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Tuesday, 15 June 2021 17:26

The Return of the DOL Fiduciary Rule

(Washington)

Many in the financial and insurance industries were surprised that the Biden Admin didn’t scrap Trump's Department of Labor Fiduciary Rule…see the full story on our partner Magnifi’s site

Tuesday, 15 June 2021 17:24

The Meme Stock Saga Continues

(New York)

It feels as though one week a month internet message boards collude to take on a stock…see the full story on our partner Magnifi’s site

Wealth and investment management are ever-changing, but a new generation of clientele is shifting that landscape even more quickly…see the full story on our partner Magnifi’s site

Monday, 14 June 2021 13:47

Investors Crave Personalization

Technology has spoiled us with personalization. Ads for goods targeted at our desires are all over the technology and social media consumers use…see the full story on our partner Magnifi’s site

Monday, 14 June 2021 13:45

New Investors Want New companies

IPOs are more attractive to new investors than ever before. For most of investing history private equity and IPOs have been harder for retail investors to be a part of…see the full story on our partner Magnifi’s site

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