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Why Does Everyone Keep Trying to Kill the 60/40 Portfolio?
Nov 17, 2021
Recent sentiment from the cognoscenti is that the days of 60/40 portfolio construction are numbered. We believe, however, that rumors of its demise are greatly exaggerated. The balance provided by a 60/40 portfolio can still play a key role in a...
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Seven Things the NBA Can Teach Us About Investing
Nov 16, 2021
Building a championship roster is a lot like maintaining a successful portfolio.
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Maximize Your Coaching Experience
Nov 15, 2021
Coaching is an investment, and you want to get the most from it.
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Six Retirement Planning Lessons From Netflix's 'Squid Game'
Nov 15, 2021
How to make sure your clients avoid playing games with their retirement funds.
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Cybersecurity for Retirement Plan Advisors
Nov 15, 2021
The SEC's and DOL's focus on cybersecurity provides challenges and opportunities for plan advisors.
RIA Edge Podcast with Mark Bruno
RIA Edge Podcast: The Evolution of Independence with Snowden Lane’s Rob Mooney
Nov 12, 2021
Snowden Lane’s Rob Mooney discusses the major changes in the wealth management landscape including the navigation of M&A and various client acquisition strategies.
bitcoin
SEC Rejects VanEck’s Bitcoin ETF in Latest Spot-Listing Snub
Nov 12, 2021
Basing a product on the spot price of Bitcoin could violate securities rules because the market is too prone to abuse, according to the commission.
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SEC: RIAs Often Mischarge Clients
Nov 12, 2021
A new alert from the commission’s Division of Examinations found that many RIAs are miscalculating fees and often overcharging clients, risking enforcement actions.
cryptocurrency
Operation Hidden Treasure: The IRS vs. Crypto
Nov 12, 2021
A timeline of the past seven years of IRS policies, statements and actions on virtual currency.
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