Blockchange, a San Francisco-based fintech specializing in digital asset investing tools for financial advisers and asset managers, has integrated its BITRIA Digital Asset TAMP with Morningstar’s ByAllAccounts client account aggregation offering.
The integration allows Blockchange’s separately managed account partners “to better serve the needs of financial advisers and their clients, who will be able to access digital asset data within platforms they already use,” the company said in a release.
Firms that use Addepar, Black Diamond Reporting, Envestnet Tamarac, Orion Advisor Services, Morningstar Office, eMoney Advisors or any of the 22 portfolio accounting platforms that integrate with Morningstar ByAllAccounts for performance reporting will benefit from the integration, Blockchange said.
Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.
From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.
"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.
Chair also praised the passage of stablecoin legislation this week.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
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.
