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Financial Advisor IQ
2 天
North American Family Offices Favor Stocks, Eyeing Crypto
Private equity funds made up 9% of North American family office holdings, as did direct private equity investments, while ...
Financial Advisor IQ
2 天
‘Biblically Responsible’ RIA Sanctioned over Investment Vetting
Inspire has about $2.6 billion in regulatory assets under management, according to its latest Form ADV, updated in March. The ...
Financial Advisor IQ
3 天
Cherry-Picking FA Gets Nearly 2 Years in Prison
Jonathan Vincent Glenn will report to prison on Dec. 2 after pleading guilty to a cherry-picking scheme that allegedly cost ...
Financial Advisor IQ
3 天
Edward Jones’ AI Play? Data Stockpile Includes 500K Weekly Client Interactions
The firm’s ongoing rollout of Envestnet’s MoneyGuide and Salesforce will be key to analyzing client interactions, according ...
Financial Advisor IQ
3 天
Loud Budgeting Is a Thing, But Is It Changing Americans' Spending?
Loud budgeting — the practice of publicly stating your spending and non-spending plans — has gained traction in recent months ...
Financial Advisor IQ
6 天
SEC to Tackle 'Fiduciary' Definition with DOL Rule Stalled
Amid a setback to the Department of Labor's so-called fiduciary rule, the SEC's Investor Advisory Committee plans to clarify ...
Financial Advisor IQ
3 天
Hybrid RIA to Pay $325K over Alleged Reg BI Violations
The SEC has been actively pursuing firms running afoul of Reg BI since its compliance deadline in 2020, regularly going after ...
Financial Advisor IQ
5 天
SEC's Gensler Has Received Death Threats: Reports
Securities and Exchange Commission Chair Gary Gensler, who has been the target of criticism about his crypto stance and has ...
Financial Advisor IQ
3 天
Google's AI Chatbot Not Great at Stock Picking: Report
The researchers queried Google's main language learning model, Gemini 1.5 Flash, for various investment horizons and three ...
Financial Advisor IQ
4 天
Americans Fear Impact of Election, Inflation on Retirement
In addition, 19% of Americans think the election will determine when they'll retire, and 55% of those who haven't retired ...
Financial Advisor IQ
5 天
Why Edward Jones is 'Stuffing the Product Shelf'
Edward Jones says it has rolled out numerous enhancements and expansions of its investment products to enable its roughly ...
Financial Advisor IQ
5 天
Estate Planning Startup Raises $30M in GV-Led Round
Estate planning platform wealth.com said it's completed a $30 million Series A funding round led by GV, formerly Google ...
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