MARCH 23, 2021

TECHNOLOGY

Samuel Steinberger

Pershing is building and testing a tool to help it onboard clients from breakaways and competitors more quickly.

ETFS

Todd Rosenbluth

A year old on March 31, the first actively managed ETFs now hold $1.4 billion in assets. A recent study highlights ample room to grow.

WEALTHIES CIRCLE PODCAST

In partnership with Docupace

Docupace CEO David Knoch explains why “document management” should really be considered “data management.”

RETIREMENT PLANNING

Ed McCarthy

Rapid changes in interest rates and volatile equity returns can cause multiple problems.

HIGH NET WORTH

Nancy Cook

President Joe Biden said last week that those earning over $400,000 a year can expect to pay more in taxes.

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