Edelman Financial Engines is fighting Mariner’s motion to dismiss its lawsuit. In a new filing, Edelman argues that Mariner gets “free rides” off of its competitors.

The program has attracted significant inflows from individual investors looking for tax benefits. A contentious Congress might jeopardize its extension.

Meanwhile, REITs posted positive total returns in March and are down slightly year-to-date.

Adding private real estate boosts returns and quells volatility.

Grayscale has signaled that it intends to lower fees on its Bitcoin ETF. Partners Group is dipping its toes into royalties investing with plans to debut a fund for the wealth channel eventually. These are among the investment must reads we found...