The increasingly popular strategy lets people transition socially and financially, advisors say.
For those who want to avoid becoming fiduciaries, be wary of the line between education and advice, lawyers warn.
'Absent Trump being in jail, none of this stuff is going to matter,' says one advisor.
The company denies allegations that it retaliated against its former chief marketing officer and asked a court to toss her case against it.
Leadership changes and damaging lawsuit happened just as the company's founder stepped out of the CEO role.
Former iShares leader Salim Ramji will take over in July with question marks over Vanguard's ETFs, crypto strategy, customer service, and international business.
A bill in New York City, in addition to the new FTC rule, could be good news for restless advisors.
The company has grown enormously in a short amount of time, and is poised to expand more into small retirement plans and wealth management.
Social media is the new storefront. Advisors could miss reaching people looking for information, who instead get it from a bad finfluencer.
There has been an explosion in the number of products and total assets in active ETFs – and things might just be getting started.
