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States where investors have the most interest in cryptocurrency
INVESTING ALTERNATIVES OCT 28, 2022
States where investors have the most interest in cryptocurrency

Crypto site Bitstacker.com analyzed Google data on search terms related to digital assets and scored each state on its residents’ use of the search terms.

Private Advisor Group introduces Orion-powered investment platform
YOUR PRACTICE FINTECH OCT 27, 2022
Private Advisor Group introduces Orion-powered investment platform

WealthSuite offers fund and ETF model portfolios that are intended to save time for the firm's more than 750 advisers.

UBS team managing $1.7 billion joins RBC
NEWS RIAS OCT 27, 2022
UBS team managing $1.7 billion joins RBC

The five-adviser, 16-person group known as The Promus Wealth Management Group has joined RBC Wealth Management in Indianapolis.

International CFP standards group names new CEO
YOUR PRACTICE PRACTICE MANAGEMENT OCT 27, 2022
International CFP standards group names new CEO

Dante De Gori served previously as the chief executive officer of the Financial Planning Association of Australia.

Merrill adds premium outside manager service
YOUR PRACTICE PRACTICE MANAGEMENT OCT 27, 2022
Merrill adds premium outside manager service

The service allows the firm's high-net-worth clients to use a variety of third-party asset management firms.

'IN the Nasdaq' with Michael Gates, head of model portfolio solutions in the Americas at BlackRock
VIDEOS IN THE NASDAQ OCT 27, 2022
'IN the Nasdaq' with Michael Gates, head of model portfolio solutions in the Americas at BlackRock

Michael Gates from BlackRock sits down with InvestmentNews anchor Gregg Greenberg to explain how he structures model portfolios to reduce risk and lower volatility, as well as offering his outlook for the 60/40 portfolio.

'IN the Nasdaq' with Jay Jacobs, US head of thematics at BlackRock
VIDEOS IN THE NASDAQ OCT 27, 2022
'IN the Nasdaq' with Jay Jacobs, US head of thematics at BlackRock

Jay Jacobs from BlackRock sits down with InvestmentNews anchor Gregg Greenberg to explain how investors are using thematic investing to gain market exposure to disruptive technologies.

Maine practice managing $170 million opts for Arkadios
NEWS RIAS OCT 26, 2022
Maine practice managing $170 million opts for Arkadios

Downeast Private Wealth, led by Lena-Jo Hartley, was affiliated with Investacorp for almost 25 years.

Federal court orders company and its owner to repay 401(k) plan
RETIREMENT RETIREMENT PLANNING OCT 26, 2022
Federal court orders company and its owner to repay 401(k) plan

The president and owner of an Illinois-based health care company failed to make necessary contributions to the retirement plan.

Truist advisers managing $446 million depart for D.A. Davidson
NEWS ADVISOR MOVES OCT 26, 2022
Truist advisers managing $446 million depart for D.A. Davidson

Gary Kurtz and Michael Campos are opening an office in Lexington, South Carolina.