Robinhood Strategies portfolios will include a mix of single stocks and ETFs for a 0.25% annual fee, while the private banking service will include estate planning and tax advice exclusively for Gold members.
Snowden Lane's Rob Mooney discusses the decision to buy back a significant portion of the firm’s equity from its original financial backer, Estancia Capital.
DoubleLine's Jeffrey Sherman goes deep into the fixed income market and what the macro uncertainty means for investors. He also shares his thoughts on credit spreads and if he believes they are at attractive levels yet.
U.S. Sen. Elizabeth Warren also questioned Donald Trump’s SEC Chair nominee about his work at Patomak Capital Partners and potential conflicts of interest, saying Patomak counts “every kind of financial firm subject to the SEC’s rules among its clients.”
Advisor optimism in the stock market and the economy both took notable downturns in February, according to WealthManagement.com's monthly Advisor Sentiment Index.
State regulators and tech executives characterized the “informal guidance” as “due diligence” meant to clarify the potential liabilities and the safety of client data.
ETF issuers are adjusting to the new regulatory regime, expecting a lighter touch and faster approval for things like dual-class structures and innovation on private market and crypto ETFs.
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