The brokerage app sued Commonwealth Secretary William Galvin, arguing against the validity of Massachusetts’ fiduciary standard. The state’s highest court ruled in favor of Galvin.
Amidst the sea of hype over how spot Bitcoin ETF rollouts will unlock a fresh wave of advised money, it is a challenge to find advisors showing them love.
The partnership will incorporate iCapital’s research and tools into Morningstar’s Advisor Workstation to help advisors vet, and invest in, alts from inside the portfolio platform.