Emerson Equity and Triad Advisors reached end-of-the-year settlements related to complaints about poor supervision of certain mutual fund sales.
Investors have retreated from the most speculative corners of global markets of late, worried that an ebbing tide of central bank stimulus could spell trouble. Just how exposed Bitcoin and the wider crypto universe is to that risk is the subject of heated debate.
Why not invest in some Château Lafite Rothschild? You can let the value appreciate over time, or if worse comes to worst, you can drink it.
Bitcoin’s share of the crypto market shrank dramatically over 2021 as other tokens rocketed, a sign of how investor interest in digital assets broadened out despite — or perhaps because of — enormous volatility.
The Toronto aggregator announced a twofer that combines for $10 billion in assets under management. The deals push CI’s U.S. footprint to $115 billion in assets.
The firm, which counts some of the biggest Wall Street banks as its partners, was valued at more than $7 billion in the round.
Users will be able to send cryptocurrency via digital gift cards, according to code discovered in a beta version of the company's iPhone app.
Merchant Investment Management has purchased a stake in Brainvest Wealth Management for international exposure.
Up until recently, major global firms had happily ignored independent advisers for decades.
Partisan differences will hamstring legislation, as Democrats stress investor protection and Republicans focus on protecting innovation.
Except for a big investment in real estate, there wasn't that much divergence, a recent survey found.
A subsidiary of Canada’s largest digital asset manager, 3iQ Digital Assets, has launched a new separately managed account and model portfolio for U.S. wealth managers. Fees range from 1% for single-token accounts to 2.5% for multi-token index strategies.
Record net inflows are just a part of the story. ETFs continue to take market share of mutual funds by doing more for less.
Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.
The Massachusetts senator is asking Greenidge Generation how its Bitcoin mining operations will affect climate change and the local environment.
At a meeting of the SEC Investor Advisory Committee, SEC Chair Gensler says many digital tokens are securities and fall under its jurisdiction, while Commissioner Peirce says agency is applying 'strategic ambiguity' to pursue enforcement first.
Since U.S. regulators are balking at approving funds that invest directly in Bitcoin, Fidelity will launch the Fidelity Advantage Bitcoin ETF in Canada.
Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.
As part of the effort, the bank tapped Puneet Singhvi to be its new head of digital assets inside the institutional clients group.
