Fidelity is rolling out the ability to trade fractional shares of equities and ETFs in real time initially for its RIA custody clients, with plans to expand to clearing clients in the next several months.
MassMutual is debuting a crypto platform for RIAs, called Flourish Crypto, with third-party integrations to services from eMoney Advisor, Orion and Envestnet.
Megan Gorman, founder and managing partner of Chequers Financial Management, discusses the marketing strategies she uses to connect with clients and identify new opportunities.
Franklin Templeton joins a wave of deals in the direct or custom indexing space, with its plan to acquire O'Shaughnessy Asset Management and its custom indexing platform, Canvas.
The danger of self-directed IRA scams heightened during the pandemic, as many investors were at home and online but isolated from in-person interaction, NASAA says.
Industry participants expect an eventual EB-5 reauthorization, but the vagaries of the current Congress make it hard to predict when that might happen.
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