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Watch as Clare Kiesel, National Branch Manager for Linsco by LPL Financial talks with WealthManagement.com about current trends to reduce this barrier for advisors--how firms are providing options that maintain important benefits and services.
With a $50 million Series B in the rearview mirror, Altruist hired Grace Mellis as its first chief financial officer and Adam Grealish as its first head of investments.
CEO Dan Arnold said the company is focused on providing advisors with more personalization and flexibility, so they have more control over how they operate their businesses.
IRA provider Choice and Bitcoin mining and hosting firm Compass Mining announced that they’re offering an IRA that will allow miners to produce the cryptocurrency in a tax advantaged account.