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.
A Texas-based bank selects Raymond James for a $605 million program, while an OSJ with Osaic lures a storied institution in Ohio from LPL.
The Treasury Secretary's suggestion that Trump Savings Accounts could be used as a "backdoor" drew sharp criticisms from AARP and Democratic lawmakers.
Changes in legislation or additional laws historically have created opportunities for the alternative investment marketplace to expand.
Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.
Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely unmoved.
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.
