| |
The North American Securities Administrators Association (NASAA) released a public caution on cryptocurrencies and their related investments on Thursday. In the release, NASAA President and Director of the Alabama Securities Commission Joseph Borg said investors "should go beyond the headlines and hype to understand the risks associated with investments." ...
For Wealthy Families, Dealing With Family Harder than Handling Finances
Wealthy families rate their performance dealing with investments and finance better than their own family situations, according to Pitcairn's Wealth Momentum Index survey. The survey, of 24 respondents at Pitcairn's annual Family Wealth and Investment Forum, found that families felt family meetings and wealth transitions were the most challenging, while they had higher confidence in financial issues like investments, wealth administration and taxes. ...
Advisory Firm Acquires $4 Billion Team
Qualified Plan Advisors has acquired the retirement practice of Ascende Wealth Advisers, a division of EPIC Insurance Brokers and Consultants, adding $4 billion in assets under advisement. ... |
