Talking Trusts & Estates for Advisors: New Developments in Cryptocurrency

Published on January 12, 2026

Bryn Mawr Trusts' Jamie Hopkins discusses reporting requirements and tax issues regarding cryptocurrencies.

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Dividend ETFs: More Than One Way to Diversify for Income

January 12, 2026
The ETF universe continued to expand in 2025, with a growing number of high-income products incorporating options strategies to enhance payouts. However, for many investors and advisors, traditional ETFs that own dividend-paying stocks remain a core component of a well-rounded portfolio.

Beyond the Plan: How Diversified Practices Boost Profitability

January 12, 2026
Advisors who integrate retirement and wealth management aren’t just growing faster—they’re building more durable, higher-margin businesses in an era of fee pressure.