In this week’s fund news, Morningstar points to lax risk controls and personnel issues at Ark, CFRA acquires technical research shop Lowry, and Goldman will soon bring cryptos to private wealth clients.
Combating climate change and boosting green energy is a key aspect of Biden’s plan, with $174 billion in proposed funding for electric vehicles and a 10-year extension for tax credits that have aided wind, solar and other renewable-energy projects.
Because of the pandemic, this year's tax returns will be more complex than ever for many Americans.
Advisors, not corporate counsel, are often in the best position to design 10b5-1 plans that align with both regulations and insiders' financial goals.
In this week's fund news, SPDR’s head of research, Matthew Bartolini, uses the GME frenzy as a case study for ETFs’ effectiveness; the Mooch and Fidelity file for Bitcoin ETFs; and iShares and State Street slash ETF fees.
Robinhood could go public as soon as late in the second quarter but the timing could change.