U.S.-listed ETFs gathered $800 billion of new money in the first 11 months of 2021, continuing to obliterate the prior record of $504 billion set in 2020.
As wealth managers prepare for an immense transition of wealth to Millennial and Gen X inheritors, effective digital strategy has become increasingly important.
Now that he's stepped away from his firm, Ric Edelman is focused on investments based on technologies that will transform our lives and is on a mission to educate advisors about cryptocurrency.