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Are advisers investing client assets in Bitcoin?
Clients are curious about the recent boom in cryptocurrencies, but volatile performance records are keeping some advisers on the sidelines
Lawmakers want SEC to clarify how brokers can hold digital securities
The lack of guidance on custody is slowing the adoption of cryptographically based assets, experts say
Most estate plans aren’t dealing with digital assets properly
Advisers need to help ensure that their clients' digital assets are properly managed and dispersed upon incompetency or death.
The latest wrinkle in estate planning: Digital assets
As clients acquire valuable digital assets, like Dan Ashbach (pictured) and his 1.6 million Pinterest followers, estate planners begin to see what happens when there are no contingency plans.
Two groups battle it out to create uniform national rule for fiduciaries to access digital assets
The Uniform Law Commission and NetChoice are working separately to try to make it easier to close up accounts and transfer funds after the owner dies.
