Leavenworth Capital has a short but impressive track record of actively trading cryptocurrencies to double the performance of Bitcoin this year.
The Massachusetts lawmaker expressed concern that digital-asset markets lack the same investor protections as the New York Stock Exchange and Nasdaq.
Allegiant Private Advisors adds nearly $1 billion to Mariner's assets under advisement and expands the firm's footprint in Florida.
Innovator Defined Wealth Shield ETF offers 20% downside protection but caps annual gains at 2.8%.
The Indianapolis-based firm, formerly David A. Noyes & Co., agrees to censure, a fine and restitution.
Flows into exchange-traded funds have been unprecedented this year, even against the backdrop of a record 2020. Despite market valuations and inflation threats, financial advisers are keeping the pedal to the metal.
CoinShares International bought the fund from Alan Howard's Elwood as part of its agreement to buy Elwood's indexing business.
To avoid data inefficiency, alternative managers must take a tech-led approach to meet the evolving needs of their clients, State Street says.
Legislation introduced by Reps. Anthony Gonzalez, R-Ohio, and Gregory Meeks, D-N.Y., would lift restrictions on closed-end funds' investments in unregistered securities.
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Investors are betting that fiscal and monetary policies will continue to fuel inflationary pressures.
The new name, Digital Assets Council of Financial Professionals, reflects a broader charter to serve every company and all financial advisers, Edelman says.
Virginia, Maine and Alabama recently adopted rules tracking the model ‘best interest’ measure approved in 2020 by the National Association of Insurance Commissioners.
The bank is expected to pair OpenInvest with 55ip to enhance its private banking technology platform.
The insurer will also pursue sales of blocks of those assets that are already in force. It said that it will continue selling variable annuities.
The fee-based products will be part of Halo's digital platform, which also offers structured notes, market-linked CDs and buffered ETFs.
While the pandemic undermined Americans' confidence in nursing homes and home care is preferred, its cost could exceed that of a nursing home.
Five exchange-traded funds took in about $13.5 billion amid the rebalancing of the FTSE Russell indexes, suggesting heartbeat trades designed to defer taxes faced by fund investors.
The bank is forming a new digital assets group inside its burgeoning wealth management unit, and will help clients invest in cryptocurrencies, stable coins and non-fungible tokens.
The ability to invest in cryptos ranked dead last among features that participants want to see in their retirement plans, Morningstar survey finds.
