Riding the directiindexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.
The acquisition of San Jose, California-based fintech Optimal Asset Management meets a growing client need for greater investment customization, according to the company.
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.
DPL added 11 more multi-year guaranteed annuities, or MYGAs, to its commission-free marketplace, which previously included a single product in that category.
Starting from scratch two years ago, the Canadian aggregator has amassed nearly $100 billion in U.S. RIA assets. Total assets globally are anticipated to reach $271 billion when all current pending deals close.