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Latest News. Tastytrade is the first firm to sign on, but Apex says it is seeing demand from wealth managers and RIAs.

News

Blog 2 months ago
Robinhood Plans to Speed Up Debuts for Publicly Traded Funds
Robinhood cut the time from fund inception to launch from less than a year to six months, with plans to continue accelerating the pace.
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Blog 2 months ago
Two Sigma's Overdeck Offered Wife $633M, Lawyer Says
The trial between John and Laura Overdeck is the biggest contested divorce in New Jersey history.
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Blog 2 months ago
Most Financial Advisors Are Thinking About AI All Wrong
According to bestselling author Michael Hyatt, AI is not replacing the client-advisor relationship; the opposite is happening.
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Blog 2 months ago
People Moves: $34B Fiduciary Trust Hires Former Wilmington Trust CEO
Also, Farther and Dynasty add executives-in-residence, Arden Trust hires a president and Catalyst adds to its RIA distribution team.
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Podcast 2 months ago
The Diamond Podcast for Financial Advisors: From Breakaway to Transaction in 3 Years
Three years after launching his independent RIA, Patrick Larkin merged with Cerity Partners-but not because that was the original plan. He explains how ownership changed the way he viewed enterprise value, optionality and the future of his business.
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Blog 2 months ago
Apex Launches Prediction Markets Platform Powered by Kalshi
Tastytrade is the first firm to sign on, but Apex says it is seeing demand from wealth managers and RIAs.
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Blog 2 months ago
Public Alternative Asset Managers See Wealth AUM Rise
In quarterly earnings reports, Apollo, Blackstone, KKR and other managers also reported a slowdown in redemption requests and teased future products for the wealth channel.
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Blog 2 months ago
Stop Measuring What You Won't Change
Tracking metrics without acting on them defeats the purpose.
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Blog 2 months ago
Parents Could Shield Up to $2,500 From Taxes With Trump Accounts
The new regulation would allow pre-tax payroll deductions, similar to health savings accounts, though other vehicles may offer better benefits.
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News SCM 2 months ago
Estate planning for every client, at scale
How to deliver consistent estate planning at every wealth level.
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