The Wealth Management EDGE conference kicked off at The Boca Raton resort with workshop panels focused on alternative investments, artificial intelligence and high net worth clients.
Congress seems set to open the private markets to retail investors next year, reports Barron’s. Assets held in crypto funds reached a record high last month as investors hedged against volatility, according to Reuters. These are among the investment must reads we found this week for financial advisors.
According to co-founder Marc Presley, the $325 million breakaway firm’s move into the independent space will help it serve clients “in a more comprehensive way.”
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