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A new type of potential charitable gift is Virtual Currency. And, this gift could be right around the corner now that the Internal Revenue Service has specified the many tax ramifications of Virtual Currency transactions. I’ll sometimes use...
Advisory firm United Capital has signed a deal with digital lead-generation service Vestorly to revamp its newsletters and make them more appealing to current and potential clients, said United Capital chief executive Joe Duran. So far the program...
Frontier market countries, such as Kuwait, Bangladesh, Argentina and Lithuania, have extremely small markets. Yet they are less risky than emerging market countries, said Rick Schmidt, portfolio manager of emerging markets and frontier markets at...
Envestnet today launched the Envestnet Institute, an online portal that aims to partner with asset management firms to become a one-stop shop for independent advisors to get industry information, find practice management tips and advice on how to...
With the SEC’s new ruling opening the gates for advisors to link to reviews, knowing what those comments say—and when they go live—is going to be key going forward. (Especially with Google Alerts starting to fall down on the job...
