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CFP Board reports increase in diversity of CFP professionals in 2021

According to the CFP Board, the number of Certified Financial Planner (CFP) professionals crossed 92,000 for the first time in…

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Sergey Brin’s Family Office Names Mary Young as Head of Investments

(Bloomberg) — Bayshore Global, the family office of Google co-founder Sergey Brin, has appointed Mary Young as chief investment officer,…

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Nine Factors for NFT Valuation

The non-fungible token (NFT) market is growing and many more people are creating, buying, selling and swapping NFTs. There are…

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3 Future-Proof Your Business Against the Balloon Trend

sponsored byHas your digital transformation happened at an unexpected pace? Are shrinking margins forcing your operations to become less and…

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Wealth-X: The World’s Wealthy Led Philanthropic Growth in 2020

This is a substantial portion of the total $750 billion that was donated in the year (excluding those given by…

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The Future of Financial Wellbeing: The New Whitepaper

Sponsored by Voya Financial Voya is releasing a new whitepaper from its Voya Behavioral Finance Institute for Innovation: “Financial Wellness…

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New interval fund gives retail investors access to private markets

The structure of the fund makes it an ideal solution for retail investors with the following features: quarterly repurchase offers…

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Arnerich Massena’s Reagan Opinion on the Secrets of Organic Growth

Sponsored by Schwab Advisory Services In recent years, M&A has dominated the RIA industry. But Ernerich Massena is different –…

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Hamilton ETF launches advanced Canadian financial ETF

“We are excited to expand our innovative ETF offerings with the launch of HFIN,” said Pat Somerville, Partner and Head…

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Crypto-Focused Eaglebrook Advisors Lands $20M Funding Round

According to an announcement, crypto-focused segregated managed account platform Eaglebrook Advisors has raised $20 million in a Series A funding…

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