The well-known personal finance expert and financial editor at NBC’s Today show is expanding her audience by over one million avid readers with the acquisition of the DailyWorth newsletter.
Marc Cabezas joins HighTower to lead its M&A, Robinhood adds Litecoin and Bitcoin Cash to its trading app, and homeownership rates drop among young adults while the elderly age in place.
Justin Tuck went from the NFL to Goldman Sachs, Complect adds Kevin Keefe to its advisory board and Mike Duffy leaves Merrill Lynch and finds Happiness Wealth Management with LPL.
Simplifying 401(k) plan choices doesn’t help enrollment, new apps help Latinos boost financial literacy and 994 Group launches using the Kolbe Concept.
Investors are optimistic but wary about the stock market, a Boston advisor is sentenced to jail for fraud and TokenAI launches a robo cryptocurrency decoder.