Investment

Given the way many managed account programs are structured, an advisor could run afoul of the SEC without even realizing it.

Durant joins sports stars such as Shaquille O’Neal and Alex Rodriguez in venturing into SPACs.

Thoughtful active management can help provide real value in nascent, rapidly evolving markets, like digital assets.

In just three years, Innovator ETFs has expanded its lineup to 76 products, totaling more than $5 billion in managed assets.

Faith is an important part of many clients' lives; coming to the table prepared can help advisors deliver high-quality service and enhance the relationship.

Bitcoin will emerge as the primary asset index for the Western world and will eventually replace SPY, which is a $425 billion fund that tracks the equity index, says MicroStrategy CEO Michael Saylor.