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Focus Financial evolves beyond PE ownership
Private equity owner Kohlberg Kravis Roberts is cashing out after Focus shares climb 65% from the firm's 2018 IPO.
GPB lawsuits pile up against former broker
The lack of a spotlight on individual brokers who sold GPB may be passing, as at least one former adviser, Jeffrey Dixson, has a BrokerCheck profile that is studded with investor complaints involving sales of GPB private placements.
Former Morgan Stanley traders turn crypto startup into unicorn
Amber Group raised $100 million from investors in a Series B fundraising, boosting its valuation to $1 billion. Investors included DCM Ventures and Tiger Global Management.
Interactive Brokers to offer crypto trading
The broker-dealer's chairman, Thomas Peterffy, says it plans to offer trading services 'by the end of the summer' in response to customer demand.
JPMorgan hires from Goldman, Wells for growth-equity effort
The new venture aims to give JPMorgan's clients exposure to companies before they go public.
How to buy the Bitcoin dip without buying Bitcoin
Research finds that companies that do business in the cryptocurrency space can be reliable proxies for digital currency exposure. For those who might have been waiting for an entry point, the case could be made that now is a good time to buy.
Dave Ramsey bids ‘bon voyage’ to timeshare-exit advertiser and all its baggage
Ramsey blamed the high cost of various lawsuits from Washington state and the timeshare industry as the reason why Timeshare Exit Team is no longer an advertiser on his platform.
Rising inflation? Keep calm and invest in equities
If price pressures are picking up, cash and fixed income will suffer, and stocks could offer investors the best return.
Treasury calls for reporting crypto transfers over $10,000 to IRS
The announcement pared Bitcoin's rebound from Wednesday's rout, shaving about $3,000 from the token's price.
Vanguard to offer private equity access to individual investors
The program broadens the relationship the fund company began last year with HarbourVest to serve institutional clients.
Talking to clients when crypto crumbles
Advisers should empower their clients through exposure and education so they view crypto-assets like any other asset class.
Crypto craze coming undone now that everyone’s in
As Bitcoin and other cryptocurrencies plunge, new entrants to the market are especially running for the exits.
SEC charges Texas RIA with fraud
Knight Nguyen Investments and its owner claimed to be experts in alternative investments.
Cboe files to list Fidelity Bitcoin ETF
The exchange has proposed listing Fidelity's Wise Origin Bitcoin Trust, saying in its filing that concerns about potential manipulation of a Bitcoin ETF have been 'sufficiently mitigated.'
Brokers raise billions for green land deals IRS calls tax scams
Expanded government crackdowns on syndicated conservation easement land deals are creating financial and legal headaches for some wealthy investors.
UBS ropes in new fee-generating assets in Q1
The wirehouse reported strong results, but also disclosed a significant hit from trading losses after the implosion of the family office and hedge fund Archegos Capital Management.
JPMorgan preparing to offer Bitcoin fund to wealthy clients
The actively managed fund is expected to be available as soon as this summer, and NYDIG will be the custody provider.
What’s behind Bitcoin’s tumble?
The cryptocurrency fell by as much as 15% Sunday, after hitting a record high of more than $64,000 last week, and rival coins like Ether and XRP also plunged.
Time to learn about crypto
Bitcoin hit a record of more than $64,000 as Coinbase Global Inc., the largest U.S. cryptocurrency exchange, went public last week. Advisers and Wall Street have reached an inflection point when it comes to cryptocurrencies.
PE fund targets diversity, governance at small companies
Mill Road Capital is applying a 'progressive private equity' strategy in its latest fund.
