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In a letter to the firm that administers the protocol, J.P. Morgan specified that its participation does not extend to its branch-based advisors, some of whom they are charging in court with soliciting former clients.
Creative Planning CEO Peter Mallouk and entrepreneur Mark Cuban make a big bet on crypto, Amazon and Netflix versus the S&P 500; Nottingham gets approval for mutual fund-to-ETF conversion; and CI Global launches an Ethereum mutual fund.
Mercer Advisors, Dynasty Financial and Journey Strategic Wealth executives shared what RIAs should contemplate before selling their firms, either internally or externally.
During a recent Inside Wealth panel, advisor Rick Ferri argued that AUM-based advisors aren't incentivized to put clients first, while attorney Max Schatzow stressed advisor compensation for 'value' isn't easily quantified. Either way, advisors...