Retail investors can now benefit from the inside scoop right along with the 18-term U.S. representative.
The index-based strategy, which has been described as 'baby steps' into the crypto space, will not offer direct exposure to digital currencies.
Co-founder Eric Ervin, who's taking over as CEO, alludes to the 'stresses of dual leadership' in an email to investors.
The Doman Group, which works with athletes and entertainers, marks Creative Planning's first office in Manhattan.
While the S&P 500 Index has fallen 6% so far this year, some exchange-traded funds that focus on the oil sector have surged.
Jake Northrup caters to upper-income clients who don't subscribe to a 9-to-5, work-till-you're-65 mindset.
The precious metal is up 4.3% this year, which compares to the 11% drop in the S&P 500 Index.
Financial markets are reacting to Russia's invasion of Ukraine, while market watchers dissect the bigger picture.
The RIA Lab panelists offered suggestions on how advisers can navigate the challenges and opportunities of technology integration.
The Canadian financial conglomerate acquired Newport Beach, California-based Corient Capital, while its earnings show its U.S. operations now represent its largest business segment.