Merchant insists the noncontrolling investment is distinct from traditional private equity capital, which often comes with a short-term commitment.
Both equities and bond prices dropped sharply in January as markets priced in a faster pace of interest-rate tightening during 2022 from the Federal Reserve.
Recent market volatility is making crypto robos more appealing in the traditionally passive world of digital advice.
Ophelia Snyder, 29, is already managing $2.5 billion. She is now teaming up with Cathie Wood to bring a Bitcoin ETF to the U.S. — if regulators allow it.
Under Chairman Gary Gensler, the agency is taking a closer look at private equity, hedge funds.
Robert Netzly has maintained his focus on biblically-based financial planning, while keeping his expectations low. The market is finding him.
Choice is adding a Price-Is-Right-style game that rewards account holders with small amounts of Bitcoin that are added to their retirement savings.
The firm's African American Financial Professionals Network will use tools provided by Changing How Individuals Prosper, an online referral network.
The IShares MSCI Kokusai ETF started the week managing less than $200 million, and its assets hadn’t been above $500 million since 2014.
Without saying 'I told you so,' advisers are reminding their clients that investing in crypto will be stomach churning.
Data collected by the Secure Retirement Institute show gains in all annuity categories in 2021.
The SEC enforcement review focuses on whether the companies’ offerings should be registered as securities, people say.
Now that it has broker-dealer status, Gemini Galactic Markets can operate an alternative trading system that will facilitate the trading of digital asset securities.
GWG Holdings Inc., an investor in life settlements, missed $13.6 million in payments this month to investors in its L Bonds.
Regulator's complaint details examples of repeated applications – in some instances as many as 13 in one month.
As the next generation of investors comes on board, advisers are repeating the age-old mantra about not panicking in response to market swings.
The major trends underway in the financial adviser ecosystem, and what those trends portend for the year to come.
The Massachusetts securities regulator's latest sweep targets the broker-dealers of the largest fund companies in the industry: Vanguard, Fidelity, T. Rowe Price, BlackRock and American Funds.
The Tennessee-based firm has sold a minority stake to Merchant Investment Management, citing the need to build scale in the fast-consolidating wealth management industry.
Many people are likely wondering how heightened inflation will affect their retirement goals, including the role of insurance products they already own or are considering.
