Robinhood and the Promise of Commission-free Trades
App-based broker Robinhood Markets Inc. has become the new way to play the stock markets, with a focus on millennials and the promise of commision...
How to Handle Digital Assets in Estate Planning
To ensure that cryptocurrencies such as bitcoin are effectively passed on to heirs or beneficiaries...
SEC Cyber Disclosures Guidance Doesn’t Do Enough, Commissioner Says
The Securities and Exchange Commission’s recently issued guidance on cyber disclosures fails to provide useful and reliable disclosure...
Online Marketing for Real Results
Advisors know they need an online presence, but despite having a website, social media profiles, a mailing list and sometimes a company to manage them, they often don’t see results, Robert Sofia writes on ThinkAdvisor. This is because of false education, according to Sofia.
The Pitfalls of Online Marketing, and How to Create Real Growth
Advisors Divided Over Trump and His Policies
Americans are divided over Donald Trump, and wealth advisors ...