Bitcoin

Even as crypto prices slide, a growing share of financial advisors are adding digital assets to client portfolios, with firm policies slowly catching up.

Spot bitcoin ETFs simplify custody, but they cost clients a major tax advantage. Here is why direct ownership still wins for HNW and UHNW clients.

Unlike equity investors, who must plan around the 31-day exclusion window, cryptocurrency holders can sell and repurchase in the same session.

Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.

The recent fall in the price of bitcoin and other cryptocurrencies is likely to blame, experts say, but don't expect that decrease to continue forever.

The GENIUS and Clarity Acts and SEC guidance on custody clear a path for advisors recommending digital asset strategies, albeit with expanded diligence protocols.

As ERISA rules around alternatives ease, more workplace plan advisors are warming to once-niche investments like private equity and private credit. But advisors remain skeptical of certain asset classes.

Funds that primarily hold select cryptocurrencies, including bitcoin, ether, XRP and solana will be allowed.

After the newly crypto-friendly Donald Trump won reelection, bitcoin jumped over $100,000. Many advisors and even more clients remain skeptical, though.

A hedging product tied to bitcoin offers investors enhanced gains and downside protection — as long as an underlying ETF doesn't lose more than 25% of its value.

A penny-ante approach to allocating digital assets may not be as risk-averse as it sounds.

For clients holding crypto, about half have experienced notable losses. But 70% have experienced notable gains, the latest Financial Advisor Confidence Outlook found.

The plan is just "phase one" in a broader proposal to allow greater trading with digital assets.

Volatility, concerns over security and custody, and a lack of clear regulatory framework are the key barriers to adoption, according to Financial Planning's August Financial Advisor Confidence Outlook survey.

At 42, an Idaho store clerk dreams of retiring by 55. His ultra-frugal freegan lifestyle could make it happen, but advisors have one major concern.

The SEC has quietly approved key rule changes that make crypto ETFs more efficient and appealing to institutions — a symbolic shift toward wider acceptance of digital assets in Washington.

U.S. regulators have asked Wall Street firms racing to launch solana exchange-traded funds to revise their paperwork.

Advisors who have experience with these ETFs say they can offer an easy, secure entry point for investors. However, choosing the right one requires further discretion and research.

Amid the tariff-related uncertainty, gold hit an all-time record of $3,500 last month as some advisors and clients look for hedges.

The contemplated service would let E-Trade users put money into popular tokens like bitcoin and ether.