Amid a proxy battle with an activist investor, advisors who recently left Avantax say service levels suffered and fees rose after parent company Blucora acquired and combined their broker/dealers.
The more value-added services you provide clients, the harder it is for them to replace you. Identifying a safe and secure bill pay service can solve a major pain point for HNW clients, further deepening the advisor-client relationship.
Coinbase's listing is seen pushing crypto even more into the mainstream of investing, exposing legions of potential buyers to the digital asset class that have grown into a $2 trillion industry in little more than a decade.
