Private Markets Access Is a Must-Have for RIAs: Opto

Published on January 8, 2025

Jake Miller, the platform's co-founder, advocates broadening the client base for high-quality private investments.

Continue reading on website
Other news

Edward Jones to Pay $17M Over Front-Load Commissions

January 8, 2025
The firm charged some clients when moving A shares from brokerage to advisory accounts, 14 state regulators found.      Related StoriesWhat It Takes to Succeed in Advising Wealthy ClientsFSI Names Board of Directors and Executive CommitteeAllianzIM Launches Two 'Funds of Funds' Buffered ETFs

Early IRA and 401(k) Withdrawals: What to Know

January 8, 2025
Clients who wants to tap retirement accounts before age 59.5 should know the rules — and the exceptions.      Related StoriesThe Most Confusing Inherited IRA Questions, AnsweredThe Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.Inflation Spells Significant 2025 Tax Adjustments