SoFi Potentially Eying HNW Space with Latest Private Fund Options

Published on December 10, 2024

The funds, including Cosmos, an SPV holding Space X, are available through SoFi’s partnership with Templum.

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11 Investment Must Reads for This Week (Dec. 10, 2024)

December 10, 2024
Asset managers are viewing the move into alternatives as an existential question and are rushing to hire product specialists. ETF.com writes about the launch of a new “anti-woke” ETF. These are among the investment must reads we found this week for wealth advisors.

The $182,000 Social Security Mistake That Could Limit Your Retirement

December 10, 2024
If you are nearing retirement, think carefully and gather the full information you need before you decide when you should claim Social Security.