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TechCenter Reporter

Apr 21, 2021


Why Bitcoin Bull Boneparth Is Waiting for a Crypto ETF

By Bernice Napach

A Bitcoin ETF would remove many obstacles to recommending the cryptocurrency to clients, the advisor says. Read More


Most JPMorgan, Stifel Employees to Return to Offices

By Jeff Berman

In recent letters to shareholders, the firms' CEOs stressed the importance of employees shifting away from remote work. Read More


Betterment, SoFi Expand Services

By Bernice Napach

Betterment launched a no-fee joint checking product and its 401(k) service added a new partner. Read More


Coinbase Goes Public With Initial Valuation Topping $100B

By Bernice Napach

The offering is a "defining moment" that paves the way for more institutional investors in crypto, an observer says. Read More


Orion Closes HiddenLevers Deal: Tech Roundup

By Jeff Berman

Also, Envestnet appointed Chris Shutler as head of market intelligence. Read More


Pro Bono Financial Planning Surged in 2020, Group Says

By Jeff Berman

Grantees and partners provided 27% more one-on-one advice sessions than in 2019, the foundation said. Read More

Save the Date

Private Client Forum Americas

Join us for the 2019 Private Client Forum Americas at the luxurious Pelican Hill Resort in Newport Beach, CA, on March 27-29 as we unite the most senior and elite advisors to HNWIs and UHNWIs to discuss the most timely and concerning issues across the Americas, with an outlook on the rest of the world. Learn More


What are SPACs? Just the facts

Sponsored by: John Hancock Investment Management

Many view SPACs as the new craze, but investors need to know what they’re getting into. Learn More

WEBCAST DATE: May 5, 2021

ROI of Advanced Digital Advertising: What Marketers Need to Know

Join this webcast to find out how B2B marketers in the legal, financial, insurance, and commercial real estate markets are getting 3x to 6x better engagement using advanced digital advertising strategies. Learn More

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