Displaying 23 results
Retail investors cautiously getting back into crypto
But web searches for the word 'bitcoin' have fallen back to bear-market levels, after spiking in the first half of January as bitcoin ETFs debuted.
FusionIQ partnership broadens regulated crypto access for advisors
The collaboration with Anchorage Digital, home to the only federally regulated digital asset bank, will give advisors a single platform offering digital assets along with traditional investments.
SEC says Kraken is running an unregistered crypto exchange
Regulator alleges that the firm used customer cash to pay expenses.
Bitcoin ETF hype has Wall Street eyeing crypto potential
The SEC is expected to green-light spot-bitcoin ETFs in coming months, and that's seen as kicking open investing in digital currency among both institutional and retail investors.
The curious case of FTX and bitcoin’s surge
Many clients will see the legitimization provided by bitcoin ETFs as a reason to ask their advisors why they aren’t benefiting from the price increase.
More advisors are jumping on the bitcoin bandwagon
With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.
Finra focuses on sales of complex products, crypto
The theme of the broker-dealer self-regulator's agenda this year is protecting the retail investors who have surged into the financial markets, Finra CEO Robert Cook said during a webinar.
Fidelity to beef up digital channels with 800 tech hires
The company is investing to build out products like its Youth Account and digital asset trading solutions like Sherlock.
Ric Edelman’s digital assets council rebrands
The new name, Digital Assets Council of Financial Professionals, reflects a broader charter to serve every company and all financial advisers, Edelman says.
Onramp Invest debuts crypto asset management for RIAs
Onramp Invest emerges from beta mode amid a rapidly evolving crypto marketplace that historically kept financial advisers on the sidelines.
Financial planning in the new normal
As the world returns to a more public way of life, it's an ideal time for advisers to check with clients whether their financial house is in order.
Bitcoin bears: Financial advisers still cautious of crypto
Hype from retail and institutional investors on digital assets isn’t enough to sway skeptical advisers who are weighing the risk and reward of crypto before adding the asset class to clients' portfolios.
RIA Digital Assets Council launches certificate in blockchain, Bitcoin
Advisers who enroll in the program will be qualified as experts in digital assets, says RIADAC founder Ric Edelman.
Coinbase goes public: Why it matters to advisers
Coinbase introduces millions of people to the world of digital assets, pushing financial advisers to surf the crypto wave before it crests. Some advisers are still skeptical.
‘Gather round the campfire’: Accepting Bitcoin volatility
Price volatility is not a logical reason to ignore Bitcoin, said panelists during the InvestmentNews Fintech Virtual Summit. Here's why.
Advisers agree: It’s time to stop ignoring Bitcoin
Bitcoin's rally and an increase in institutional adoption amplify the need for advisers to educate themselves on cryptocurrencies.
Blockchange intros digital asset SMA for RIAs
The new SMA tool enables RIAs to outsource the management of their client’s digital portfolios by using a framework to account for protocol maturation, ecosystem adoption rate, and project governance.
50% spike in advisers allocating to cryptocurrency in 2020: Report
The murky track record behind cryptocurrency has kept some skeptical, but both advisers and investors are showing growing interest in the asset class. The popular digital asset, Bitcoin, recent record-breaking rally has slowed, with prices set to finish this week just below $40,000, according to Bloomberg.
Are advisers investing client assets in Bitcoin?
Clients are curious about the recent boom in cryptocurrencies, but volatile performance records are keeping some advisers on the sidelines
Lawmakers want SEC to clarify how brokers can hold digital securities
The lack of guidance on custody is slowing the adoption of cryptographically based assets, experts say
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