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SEC’s Gensler issues warning about stock tokens
The SEC chairman made it clear that digital assets that mirror the performance of Amazon.com, Tesla and other well-known companies are probably still covered by U.S. securities laws.
Nasdaq teams with Citi, other banks on market for private stocks
Nasdaq Inc. has formed a joint venture with Citigroup Inc., Goldman Sachs Group Inc. and Morgan Stanley to establish a trading venue for shares of closely held companies.
Titan Invest secures $58 million, preps crypto offering
The robo-adviser has experienced rapid growth over the last 12 months, reaching its first $500 million in assets under management in March with 26,640 users on the platform.
SEC orders UBS to pay $8 million over sales of complex exchange-traded products
Investments pegged to market volatility remained in client accounts for up to a year when they were meant to be short-term investments.
Private banker carves out his niche with clients that hold illiquid assets
Boston Family Advisors has a narrow focus on wealthy families that have most of their assets invested in private equity and venture capital.
Bipartisan bill would block digital tokens from becoming securities
Congress will likely have to provide the legal framework for the SEC to regulate cryptocurrencies more efficiently and is working quickly to shape future regulation.
Envestnet taps UBS, iCapital to offer alternatives
The Alternatives Exchange will provide curated UBS and iCapital alternative investment products to the 106,000 advisers on Envestnet’s platform.
Carson Group valued at $1 billion in latest deal
Bain Capital took a minority stake in Carson, one of the largest registered investment advisers in the country with more than $17 billion in assets.
Dimensional Funds’ ESG expert says consistent rules would improve ratings
Companies that do well on one ESG criteria may not do as well on others, thus the value of opaque ratings can be confusing and frustrating for investors.
Assessing the tax implications of Bitcoin
The IRS has clearly communicated that cryptocurrency assets are taxed when they are traded, but this is news to many of the investors who own cryptocurrencies.
Active cryptocurrency SMA aims to outperform Bitcoin
Leavenworth Capital has a short but impressive track record of actively trading cryptocurrencies to double the performance of Bitcoin this year.
Warren pushes SEC to step up crypto regulation
The Massachusetts lawmaker expressed concern that digital-asset markets lack the same investor protections as the New York Stock Exchange and Nasdaq.
Mariner announces first acquisition since partnering with private equity
Allegiant Private Advisors adds nearly $1 billion to Mariner's assets under advisement and expands the firm's footprint in Florida.
Hedge fund titan’s crypto firm sells stake in blockchain ETF
CoinShares International bought the fund from Alan Howard's Elwood as part of its agreement to buy Elwood's indexing business.
Demand for alternatives puts pressure on asset managers: State Street
To avoid data inefficiency, alternative managers must take a tech-led approach to meet the evolving needs of their clients, State Street says.
Increasing retail investor access to private markets gains bipartisan support
Legislation introduced by Reps. Anthony Gonzalez, R-Ohio, and Gregory Meeks, D-N.Y., would lift restrictions on closed-end funds' investments in unregistered securities.
Introducing DACFP, a new partner of InvestmentNews
Together, DACFP and InvestmentNews will be providing subscribers with content and educational opportunities to increase your knowledge about blockchain and digital assets, and access to the product and service providers in that ecosystem, so you can give investors the advice, products and services they need.
Ric Edelman’s digital assets council rebrands
The new name, Digital Assets Council of Financial Professionals, reflects a broader charter to serve every company and all financial advisers, Edelman says.
Citigroup joins rivals and helps wealthy clients access crypto
The bank is forming a new digital assets group inside its burgeoning wealth management unit, and will help clients invest in cryptocurrencies, stable coins and non-fungible tokens.
Investors not interested in cryptocurrency in retirement plans
The ability to invest in cryptos ranked dead last among features that participants want to see in their retirement plans, Morningstar survey finds.
