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Investors to wealth managers: What should I do with this crypto I own?

"It's probably the only asset class where maybe the client knows more than the advisor right now," Maxwell Lane, head of product for Flourish, said at Financial Planning's Invest conference. ....

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Wisconsin debt manager Dave Erdman readies move to Baker & Tilly

Erdman closes the books on a three-decade career with Wisconsin next week and heads to municipal advisory firm Baker & Tilly. ....

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Goldman Sachs' Cynthia Loh wants to bring 'unreachable' firm to more people

The INVEST 2022 keynote speaker who went from cognitive science to financial services and believes an advisor-led strategy can open the firm’s doors to more investors. ....

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GFOA debt committee reviews best practices

A decades-old policy position on taxable debt and recommendations for issuance of variable-rate debt were among the issues taken up by the GFOA's debt committee. ....

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'Baby Bonds' delayed by 2 years in Connecticut's $24 billion budget

“The racial wealth gap is wide and growing and we need innovative policies like Baby Bonds to begin addressing it right away," says Shira Markoff of Prosperity Now. ....

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