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NY Fed President Williams Says Some ‘Technical Factors’ Distorted November’s CPI Reading Downward
NY Fed President John Williams said that “technical factors” likely distorted November’s inflation data, pushing the headline reading lower.
U.S. Global’s JETS ETF: Capturing Airline Industry Transformation Through Smart Beta 2.0
USGI’s Frank Holmes explains how premium revenue growth, supply constraints, and smart beta strategy position JETS in a transformed airline sector.
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SEC charges Miami area advisor of $1.9m fraud that fueled lavish lifestyle
A Coral Gables-based RIA and its owner have had their assets frozen after the SEC accused them of raising almost $1.9m for a fraudulent scheme.
Measuring Success: The Advisor and the Firm
Historically, advisors have used a fairly standardized set of benchmarks and metrics. But there may be a new way.
SEC’s Expanded Definition of “Accredited Investor” and Related Amendments Creates New Opportunities for Investors and Issuers
On August 26th, the SEC changed the investment landscape as we know it by modestly relaxing the eligibility rules for investment in private offerings.
COVID-19 Accelerates The Trend Toward Virtual RIA Practice
This year has proven to be the world’s largest work-from-home experiment to date.