ARK Investment Management is making its ARK cryptocurrency and cryptoasset strategies available as separately managed accounts on the Eaglebrook Advisors’ SMA platform, which is used by registered investment advisers.
ARK’s cryptocurrency strategy is invested primarily in bitcoin and ether, the largest cryptocurrencies by network value, ARK said in a press release Monday.
ARK’s cryptoasset strategy manages what it believes are the top 10 to 20 coins that represent opportunities relevant to major themes identified by ARK, including smart contract networks, decentralized finance, web3, and infrastructure and scaling.
“The strategies will be separately managed accounts (SMAs) designed to meet the needs of financial advisors, wealth managers, and their clients by offering direct ownership, low minimums, and portfolio reporting integration amongst other benefits,” Cathie Wood, ARK founder, chief executive officer and chief investment office, said in the statement..
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
New Treasury and IRS proposals would let employers add tax-free payroll contributions to the retirement accounts as advisors weigh the fit for client families.
The Atlanta-based RIA has now completed nine acquisitions in 2026, with six of those coming from Commonwealth Financial Network's former advisor base.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
