Fidelity is increasing the education on digital assets it makes available to its advisers by partnering with the Digital Assets Council of Financial Professionals, the organization founded by Ric Edelman.
Clients of Fidelity Institutional will get a discount on the cost of DACFP’s Blockchain and Digital Assets certificate program. The program’s 11 modules include information on digital assets and the blockchain, as well as how to use digital assets as part of an investment management strategy.
“As interest in cryptocurrency accelerates across investor segments, we want to ensure we’re providing advisors with the foundational knowledge necessary to help address investor questions,” David Canter, head of the RIA and family office segment at Fidelity Institutional, said in a statement.
A Fidelity survey of advisers showed 43% had adopted digital assets as of 2021, up from 23% in 2020.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
