Displaying 3780 results
Carving a cryptocurrency advisory niche
After buying his first Bitcoin six years ago for $235, Steve Larsen believes the digital currency is still a value at over $66,000.
Bitcoin futures ETF mania cools as Wall Street hits pause button
Wall Street analysts had expected as many as four Bitcoin futures ETFs to begin trading in October.
Fintechs Simon Markets, +Subscribe join forces to offer alts platform
The companies say their aim is to allow advisers to manage alternative investments in one place
Head of defunct broker-dealer charged with fraud
Thomas Brenner, former CEO of First American Securities of Orrville, Ohio, is facing seven fraud charges linked to sales of private placements.
Bitcoin investing without the roller-coaster ride
Two tech platforms team up to launch a low-volatility cryptocurrency model portfolio for less adventurous investors in digital assets.
T. Rowe Price to buy Oak Hill for about $4.2 billion
The acquisition of Oak Hill, one of the biggest players in alternative credit, will allow T. Rowe to expand into private debt investing.
Cryptocurrency investors are more charitable than others, Fidelity says
The asset manager's philanthropic unit says crypto’s popularity could fuel charitable giving.
Bitcoin-linked ETFs attract record assets with strategy designed for traders
The futures-based access to cryptocurrencies has been described as better than nothing by investors. But, financial advisers might have trouble managing client expectations.
Bitcoin futures ETF fee war is heating up
VanEck's pending Bitcoin Strategy ETF will carry a management fee of 0.65%, undercutting the 0.95% expense ratio on ProShares' Bitcoin Strategy ETF, which debuted Tuesday.
BlackRock’s Fink puts private equity on the front burner
CEO Larry Fink said access to private equity should increase and allocations should be in the 20% range, while speaking at the Charles Schwab Impact conference.
Finra set to review rules on sales of complex products
The broker-dealer regulator's move comes as the SEC launches a study of the risks associated with complex exchange-traded products that could lead to rulemaking.
Bitcoin futures ETF opens with gain, explosive trading volume
About 6.4 million shares of the exchange-traded fund, worth roughly $264 million, changed hands in the first 20 minutes of trading.
First US Bitcoin-linked ETF raises concerns for advisers
While the ProShares Bitcoin Strategy ETF is the first of its kind, there are a host of other versions coming soon. The futures-based strategy could make the tech stock volatility of the 1990s look tame by comparison, according to experts.
SEC set to allow Bitcoin futures ETFs
Unlike Bitcoin ETF applications that the regulator has previously blocked, the proposals by ProShares and Invesco are based on futures contracts, and the SEC isn't likely to block them from starting to trade next week.
Do you have undisclosed crypto? If so, it’s time to decide your future
Claims that crypto is 'untraceable' and the 'perfect tax haven' have been exploded. Those who bought into this mythology have to decide what to do.
Halo Investing raises $100 million
The platform, which provides structured notes, annuities and other investments, plans to use the funds to expand its product offerings.
Private equity drives another record quarter for RIA M&A
After a record-setting third quarter of 78 deals, Echelon Partners' data showed 2021 has already beaten last year's record for RIA transactions.
Lessons from Beijing’s toothless crypto ban
For crypto-skeptic advisers, the fact that the ban proved to be a tempest in a teapot should be a wake-up call. Crypto as an asset class is here to stay.
Wall Street could get four Bitcoin futures ETFs this month
The applications the SEC will consider, for ETFs that hold Bitcoin futures, all follow a format that SEC Chair Gary Gensler has indicated could be received favorably by the regulator.
Debt ceiling brinkmanship not a concern for advisers
The devastating consequences of a default make it unlikely to happen, advisers say. Inflation is a bigger threat.
