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Private equity expands beyond US wealth management
Merchant Investment Management has purchased a stake in Brainvest Wealth Management for international exposure.
Wall Street’s latest to hook independent advisers? Alternatives
Up until recently, major global firms had happily ignored independent advisers for decades.
Why the SEC can’t wait for Congress to regulate cryptocurrencies
Partisan differences will hamstring legislation, as Democrats stress investor protection and Republicans focus on protecting innovation.
How different are retirement portfolios built by investors, advisers?
Except for a big investment in real estate, there wasn't that much divergence, a recent survey found.
Bitcoin model portfolios launched by 3iQ, Gemini
A subsidiary of Canada’s largest digital asset manager, 3iQ Digital Assets, has launched a new separately managed account and model portfolio for U.S. wealth managers. Fees range from 1% for single-token accounts to 2.5% for multi-token index strategies.
ETFs take center stage in 2021
Record net inflows are just a part of the story. ETFs continue to take market share of mutual funds by doing more for less.
Ritholtz, WisdomTree launch crypto index separate account
Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.
Elizabeth Warren grills Bitcoin miner on climate
The Massachusetts senator is asking Greenidge Generation how its Bitcoin mining operations will affect climate change and the local environment.
SEC tensions over crypto regulation emerge at meeting
At a meeting of the SEC Investor Advisory Committee, SEC Chair Gensler says many digital tokens are securities and fall under its jurisdiction, while Commissioner Peirce says agency is applying 'strategic ambiguity' to pursue enforcement first.
Fidelity heads to Canada with Bitcoin ETF
Since U.S. regulators are balking at approving funds that invest directly in Bitcoin, Fidelity will launch the Fidelity Advantage Bitcoin ETF in Canada.
Covered call strategy aims to dampen volatility of crypto investing
Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.
On inflation, advisers hope for the best, prepare for the worst
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.
Citi to hire 100 for push into digital assets
As part of the effort, the bank tapped Puneet Singhvi to be its new head of digital assets inside the institutional clients group.
IRS expects crypto seizures worth billions of dollars in 2022
The agency seized $3.5 billion worth of cryptocurrencies in fiscal 2021, accounting for 93% of all assets seized, and an IRS official says he expects that trend to continue next year.
Third Bitcoin futures ETF launches
The VanEck Bitcoin Strategy ETF began trading after a multiweek wait, and days after the SEC rejected the firm's proposal for an ETF that would hold Bitcoin directly.
Future challenges for the advice business
Seven industry notables offer their views on what the financial advice business will look like in coming years.
Breathing new life into old-school 60/40 models
As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.
Yieldstreet opens art fund
The alternative investments platform has funded more than $2.4 billion in investments across a range of asset classes since its founding in 2015.
CI Financial posts record profits as it moves beyond just buying RIAs
After acquiring 25 U.S. RIAs over the past 24 months, the Toronto-based aggregator is taking a minority stake in GLASfunds, a $1 billion alternative investments platform.
UK crypto trader Nexo buys piece of Brooklyn B-D
The terms of Nexo's deal for a stake in Texture Capital Holdings were not disclosed.
