This article was written by Follow Regentis Group is a premier student-run equity research firm built…
Tag: NextGen
Advisors Must Connect on Personal Level with Next-Gen Clients
Many advisors may hide behind their qualifications and an age gap when considering working with next-generation…
Embrace Philanthropy to Connect with Next-Gen Clients
I recently attended my grandson’s high school graduation. I don’t remember any of the speeches, but…
SEC’s crypto confusion deepens as next-gen ETFs test limits
A new line of yield-chasing crypto funds is forcing the Securities and Exchange Commission to confront…
Unicoin’s ‘Next-Gen’ Token Pitch Was a Lie, SEC Alleges Fraud
Key Takeaways The SEC accuses Unicoin of falsely claiming to have raised $3 billion through “rights…