What Closed-End Funds Could Offer Amid Uncertain Times

Published on June 13, 2025

Global markets may be more rattled than ever, but advisors can count on closed-end funds to offer yield, portfolio diversity, and more.

Continue reading on website
Other news

SEC Withdraws AI and ESG Proposed Rules

June 13, 2025
The withdrawn rules cover various complicated issues that impact RIAs, including AI, ESG, cybersecurity and safeguarding client assets. One attorney claimed the SEC’s decision would be a “relief” to smaller advisors.

Why RIA Buyers Prioritize Firms with Engaged G2 Leadership

June 13, 2025
RIA acquirers and M&A consultants speaking at Wealth Management Edge said firms with G2 leaders, including equity stakeholders, are often more desirable targets and will fetch a higher value.