APRIL 9, 2021

ETFS

Reviewing the ETFs That Launched in March

Aniket Ullal, CFRA Research

A rundown of the 28 funds that hit the market during the month of March, including Dave Portnoy's BUZZ ETF and Cathie Woods' ARKX.

FULL ARTICLE

PEOPLE

Another Wells Fargo Team Heads to Snowden Lane for Non-U.S. Biz

Asia Martin

Advisor Alfredo Garcia decided to move to Snowden Lane after Wells Fargo announced in January it would stop catering to international clients, which make up a majority of his book.

FULL ARTICLE

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TECHNOLOGY

iCapital At The Masters, Addepar's New President and Plaid's Lofty Valuation

Samuel Steinberger

It's been a busy springtime in the world of fintech, just ask iCapital Network, Addepar and Plaid.

FULL ARTICLE

MINDY DIAMOND ON INDEPENDENCE

Michael Kitces on Everything Financial Advisors Need to Know About Growth

Mindy Diamond

A conversation with the industry thought-leader, financial planner and host of the popular blog and podcast series.

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