Most ETF issuers have agreed to pay a new maintenance fee to Fidelity, leaving only a handful that investors will have to pay $100 service fees to purchase.
GA Investment Management, a Pittsburgh-based team with more than $450 million in assets under advisement, joins Avantax's in-house RIA.
The century-old asset management firm is adding talent and services through a growth strategy predicated primarily on opportunity and trust.
Plus, a Los Angeles firm serving the ultra-wealthy taps a CPA from AdvicePeriod to manage multi-family office services and other reported news of the week.
Interaxis' Adam Blumberg shares how cryptocurrencies evolved as trillion-dollar disruptors.