Magazine Risk Management Wealth Management 
Wealth Management
JUNE 23, 2025
For example, in early May, crypto asset manager Bitwise became the first firm to offer its assets through alternative investment platform iCapital. Investors are most interested in getting advice on risk assessment and risk management strategies from their advisors (50%).
Wealth Management
JUNE 12, 2025
The SEC’s ETF Rule, which said providers no longer have to apply for exemption relief if they follow certain requirements, also opened the floodgates, said Jennifer Hutchins, co-CIO, Avantax Wealth Management, speaking at the Wealth Management Edge conference this week in Boca Raton, Fla.
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Indigo Marketing Agency
DECEMBER 19, 2022
Lazetta is also a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog. . Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. Dasarte Yarnway is the founder of Yarnway Wealth Management and Head of Community at Altruist.
Sara Grillo
AUGUST 14, 2023
The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. Rostad edited The Man in the Arena: Vanguard Founder John C.
Indigo Marketing Agency
JANUARY 24, 2024
Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry.
Indigo Marketing Agency
JANUARY 24, 2024
Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry.
Sara Grillo
NOVEMBER 14, 2022
Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. These meetups are free and the goal is to learn from each other about how to grow and manage a transparent wealth management practice for the benefit of clients.
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